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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,788 | $155,555-69.9% | $146,866-68.1% | $155,188-69.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 7.00% | 115.41%-108.4pp | 102.85%-95.9pp | 148.84%-141.8pp |
| Employer contribution / active EE | $1,691 | $4,647-63.6% | $4,425-61.8% | $4,248-60.2% |
| Participant deferral / active EE | $6,448 | $8,044-19.8% | $7,759-16.9% | $6,531-1.3% |
| Admin fee / account holder | $3,150 | $14,755-78.7% | $13,620-76.9% | $14,480-78.2% |