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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 | $154,228-51.0% | $145,433-48.0% | $137,256-44.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 2.59% | 74.59%-72.0pp | 66.58%-64.0pp | 220.34%-217.8pp |
| Employer contribution / active EE | $1,531 | $4,804-68.1% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $10,084 | $8,216+22.7% | $7,897+27.7% | $6,407+57.4% |
| Admin fee / account holder | $97,049 | $14,344+576.6% | $13,129+639.2% | $12,270+690.9% |