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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 | $64,176 | $135,956-52.8% | $123,894-48.2% | $273,972-76.6% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 3.02% | 56.63%-53.6pp | 47.52%-44.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,439 | $5,170-72.2% | $4,617-68.8% | $4,869-70.4% |
| Participant deferral / active EE | $5,145 | $6,343-18.9% | $5,984-14.0% | $5,287-2.7% |
| Admin fee / account holder | $1,695 | $9,817-82.7% | $8,357-79.7% | $10,133-83.3% |