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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 | $78,612 | $154,228-49.0% | $145,433-45.9% | $137,256-42.7% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 8.32% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,996 | $4,804-16.8% | $4,554-12.3% | $4,156-3.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $87,603 | $14,344+510.7% | $13,129+567.2% | $12,270+614.0% |