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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 | $93,567 | $156,398-40.2% | $147,318-36.5% | $138,895-32.6% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 11.08% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,805 | $4,853-62.8% | $4,593-60.7% | $4,194-57.0% |
| Participant deferral / active EE | $4,344 | $8,237-47.3% | $7,906-45.1% | $6,396-32.1% |
| Admin fee / account holder | $5,351 | $14,976-64.3% | $13,708-61.0% | $12,562-57.4% |