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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 | $46,798 | $183,592-74.5% | $155,574-69.9% | $145,877-67.9% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 8.06% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,121 | $5,317-78.9% | $4,676-76.0% | $4,663-76.0% |
| Participant deferral / active EE | $2,021 | $6,466-68.7% | $5,629-64.1% | $6,691-69.8% |
| Admin fee / account holder | $1,521 | $19,316-92.1% | $15,914-90.4% | $13,402-88.6% |