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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 | $47,616 | $72,071-33.9% | $68,368-30.4% | $137,256-65.3% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 9.98% | 353.14%-343.2pp | 292.57%-282.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $6,669 | $2,788+139.2% | $2,649+151.8% | $4,156+60.5% |
| Participant deferral / active EE | $10,843 | $4,410+145.9% | $4,123+163.0% | $6,407+69.2% |
| Admin fee / account holder | $5,391 | $5,336+1.0% | $5,150+4.7% | $12,270-56.1% |