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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 | $37,208 | $172,111-78.4% | $150,298-75.2% | $137,256-72.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.00% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,263 | $4,636-51.2% | $4,154-45.5% | $4,156-45.6% |
| Participant deferral / active EE | $4,095 | $6,166-33.6% | $5,453-24.9% | $6,407-36.1% |
| Admin fee / account holder | $4,929 | $16,471-70.1% | $14,116-65.1% | $12,270-59.8% |