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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 | $69,677 | $181,062-61.5% | $158,223-56.0% | $155,188-55.1% |
| Participation rate | 73.9% | 82.7%-8.7pp | 79.2%-5.3pp | 80.8%-6.9pp |
| Annual return | 6.90% | 57.39%-50.5pp | 52.09%-45.2pp | 148.84%-141.9pp |
| Employer contribution / active EE | $2,065 | $4,565-54.8% | $4,109-49.7% | $4,248-51.4% |
| Participant deferral / active EE | $2,711 | $6,134-55.8% | $5,467-50.4% | $6,531-58.5% |
| Admin fee / account holder | $18,537 | $18,825-1.5% | $16,047+15.5% | $14,480+28.0% |