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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 | $72,426 | $172,111-57.9% | $150,298-51.8% | $137,256-47.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.87% | 69.37%-61.5pp | 62.79%-54.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,949 | $4,636-58.0% | $4,154-53.1% | $4,156-53.1% |
| Participant deferral / active EE | $6,533 | $6,166+6.0% | $5,453+19.8% | $6,407+2.0% |
| Admin fee / account holder | $136,797 | $16,471+730.5% | $14,116+869.1% | $12,270+1014.9% |