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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 | $59,527 | $210,991-71.8% | $153,741-61.3% | $145,897-59.2% |
| Participation rate | 73.3% | 82.1%-8.8pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 8.02% | 13.46%-5.4pp | 15.71%-7.7pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,102 | $6,057-65.3% | $5,042-58.3% | $4,663-54.9% |
| Participant deferral / active EE | $3,020 | $7,979-62.1% | $6,757-55.3% | $6,689-54.8% |
| Admin fee / account holder | $27,437 | $19,490+40.8% | $12,749+115.2% | $13,390+104.9% |