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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 | $18,718 | $181,062-89.7% | $158,223-88.2% | $155,188-87.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 7.84% | 57.39%-49.5pp | 52.09%-44.2pp | 148.84%-141.0pp |
| Employer contribution / active EE | $2,021 | $4,565-55.7% | $4,109-50.8% | $4,248-52.4% |
| Participant deferral / active EE | $7,945 | $6,134+29.5% | $5,467+45.3% | $6,531+21.6% |
| Admin fee / account holder | $56,298 | $18,825+199.1% | $16,047+250.8% | $14,480+288.8% |