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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 | $66,976 | $174,379-61.6% | $152,093-56.0% | $138,895-51.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 9.67% | 74.86%-65.2pp | 66.36%-56.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $6,357 | $4,652+36.7% | $4,175+52.3% | $4,194+51.6% |
| Participant deferral / active EE | $2,525 | $6,159-59.0% | $5,451-53.7% | $6,396-60.5% |
| Admin fee / account holder | $16,848 | $16,880-0.2% | $14,497+16.2% | $12,562+34.1% |