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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 | $30,537 | $154,228-80.2% | $145,433-79.0% | $137,256-77.8% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 9.56% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,723 | $4,804-64.1% | $4,554-62.2% | $4,156-58.5% |
| Participant deferral / active EE | $3,076 | $8,216-62.6% | $7,897-61.1% | $6,407-52.0% |
| Admin fee / account holder | $1,584 | $14,344-89.0% | $13,129-87.9% | $12,270-87.1% |