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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 | $33,631 | $183,516-81.7% | $155,534-78.4% | $145,884-76.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.25% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,583 | $5,315-70.2% | $4,675-66.1% | $4,662-66.1% |
| Participant deferral / active EE | $4,176 | $6,467-35.4% | $5,630-25.8% | $6,690-37.6% |
| Admin fee / account holder | $1,908 | $19,293-90.1% | $15,900-88.0% | $13,392-85.8% |