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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 | $107,110 | $201,344-46.8% | $184,243-41.9% | $145,877-26.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.03% | 29.01%-22.0pp | 28.82%-21.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,683 | $7,022-61.8% | $6,427-58.3% | $4,663-42.5% |
| Participant deferral / active EE | $7,582 | $9,807-22.7% | $9,132-17.0% | $6,691+13.3% |
| Admin fee / account holder | $1,005 | $16,382-93.9% | $13,914-92.8% | $13,402-92.5% |