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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 | $82,483 | $183,627-55.1% | $155,602-47.0% | $145,978-43.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.16% | 61.32%-54.2pp | 64.81%-57.6pp | 550.52%-543.4pp |
| Employer contribution / active EE | $1,658 | $5,316-68.8% | $4,675-64.5% | $4,662-64.4% |
| Participant deferral / active EE | $3,032 | $6,466-53.1% | $5,629-46.1% | $6,690-54.7% |
| Admin fee / account holder | $3,139 | $19,327-83.8% | $15,923-80.3% | $13,400-76.6% |