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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 | $70,122 | $157,276-55.4% | $141,177-50.3% | $152,885-54.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 13.30% | 64.33%-51.0pp | 71.40%-58.1pp | 345.39%-332.1pp |
| Employer contribution / active EE | $1,552 | $5,262-70.5% | $4,736-67.2% | $4,763-67.4% |
| Participant deferral / active EE | $3,359 | $7,110-52.8% | $6,710-49.9% | $5,851-42.6% |
| Admin fee / account holder | $34,746 | $12,123+186.6% | $10,263+238.6% | $11,598+199.6% |