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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 | $75,120 | $162,136-53.7% | $152,301-50.7% | $154,746-51.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.64% | 91.02%-81.4pp | 80.50%-70.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $4,373 | $4,890-10.6% | $4,624-5.4% | $4,379-0.1% |
| Participant deferral / active EE | $4,373 | $8,341-47.6% | $8,004-45.4% | $6,730-35.0% |
| Admin fee / account holder | $3,009 | $15,759-80.9% | $14,398-79.1% | $14,365-79.1% |