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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 | $177,156-82.9% | $147,027-79.4% | $154,746-80.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 73.7%-2.3pp | 80.7%-9.3pp |
| Annual return | 7.30% | 21.94%-14.6pp | 20.23%-12.9pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,257 | $5,797-61.1% | $4,933-54.3% | $6,730-66.5% |
| Admin fee / account holder | $12,562 | $14,904-15.7% | $12,223+2.8% | $14,365-12.6% |