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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 | $86,939 | $182,442-52.3% | $163,379-46.8% | $138,895-37.4% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.8%-4.1pp | 79.9%-7.2pp |
| Annual return | 10.14% | 72.74%-62.6pp | 63.41%-53.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $718 | $4,159-82.7% | $3,752-80.9% | $4,194-82.9% |
| Participant deferral / active EE | $3,995 | $6,817-41.4% | $6,282-36.4% | $6,396-37.5% |
| Admin fee / account holder | $7,810 | $10,396-24.9% | $9,818-20.5% | $12,562-37.8% |