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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 | $183,516-77.6% | $155,534-73.5% | $145,884-71.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.88% | 61.43%-57.5pp | 64.92%-61.0pp | 551.85%-548.0pp |
| Employer contribution / active EE | $2,533 | $5,315-52.3% | $4,675-45.8% | $4,662-45.7% |
| Participant deferral / active EE | $8,466 | $6,467+30.9% | $5,630+50.4% | $6,690+26.6% |
| Admin fee / account holder | $1,611 | $19,293-91.6% | $15,900-89.9% | $13,392-88.0% |