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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 | $41,179 | $183,592-77.6% | $155,574-73.5% | $145,877-71.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.88% | 61.37%-57.5pp | 64.87%-61.0pp | 551.28%-547.4pp |
| Employer contribution / active EE | $2,533 | $5,317-52.4% | $4,676-45.8% | $4,663-45.7% |
| Participant deferral / active EE | $8,466 | $6,466+30.9% | $5,629+50.4% | $6,691+26.5% |
| Admin fee / account holder | $1,611 | $19,316-91.7% | $15,914-89.9% | $13,402-88.0% |