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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 | $110,915 | $178,174-37.7% | $156,181-29.0% | $137,256-19.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 5.04% | 84.19%-79.1pp | 64.87%-59.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $3,167 | $4,972-36.3% | $4,294-26.3% | $4,156-23.8% |
| Participant deferral / active EE | $5,817 | $6,888-15.5% | $6,132-5.1% | $6,407-9.2% |
| Admin fee / account holder | $2,307 | $17,404-86.7% | $14,586-84.2% | $12,270-81.2% |