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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 | $75,582 | $156,398-51.7% | $147,318-48.7% | $138,895-45.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 2.59% | 78.75%-76.2pp | 70.43%-67.8pp | 145.39%-142.8pp |
| Employer contribution / active EE | $1,531 | $4,853-68.5% | $4,593-66.7% | $4,194-63.5% |
| Participant deferral / active EE | $10,084 | $8,237+22.4% | $7,906+27.5% | $6,396+57.7% |
| Admin fee / account holder | $97,049 | $14,976+548.0% | $13,708+608.0% | $12,562+672.5% |