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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 | $134,913 | $157,304-14.2% | $141,197-4.5% | $152,909-11.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 11.69% | 64.34%-52.6pp | 71.41%-59.7pp | 345.46%-333.8pp |
| Employer contribution / active EE | $3,493 | $5,263-33.6% | $4,736-26.3% | $4,764-26.7% |
| Participant deferral / active EE | $8,814 | $7,111+23.9% | $6,710+31.3% | $5,851+50.6% |
| Admin fee / account holder | $2,928 | $12,126-75.9% | $10,265-71.5% | $11,601-74.8% |