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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 | $93,189 | $111,535-16.4% | $105,223-11.4% | $137,256-32.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 11.55% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,023 | $3,939-23.3% | $3,689-18.0% | $4,156-27.3% |
| Participant deferral / active EE | $11,083 | $5,500+101.5% | $5,072+118.5% | $6,407+73.0% |
| Admin fee / account holder | $796 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |