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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 | $30,352 | $161,352-81.2% | $134,172-77.4% | $137,256-77.9% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 7.30% | 28.72%-21.4pp | 25.30%-18.0pp | 220.34%-213.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,257 | $5,552-59.4% | $4,690-51.9% | $6,407-64.8% |
| Admin fee / account holder | $12,562 | $15,028-16.4% | $12,016+4.5% | $12,270+2.4% |