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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 | $231,994 | $81,446+184.8% | $103,374+124.4% | $80,874+186.9% |
| Participation rate | 83.3% | 66.9%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 9.45% | 25.57%-16.1pp | 24.89%-15.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,838 | $3,870+76.7% | $5,058+35.2% | $4,297+59.1% |
| Admin fee / account holder | $1,756 | $6,715-73.9% | $8,394-79.1% | $6,935-74.7% |