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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 | $29,933 | $185,312-83.8% | $161,489-81.5% | $154,746-80.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 8.82% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,323 | $4,769-72.3% | $4,268-69.0% | $4,379-69.8% |
| Participant deferral / active EE | $11,800 | $6,350+85.8% | $5,630+109.6% | $6,730+75.3% |
| Admin fee / account holder | $9,119 | $18,654-51.1% | $16,006-43.0% | $14,365-36.5% |