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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 | $33,152 | $174,379-81.0% | $152,093-78.2% | $138,895-76.1% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 6.87% | 74.86%-68.0pp | 66.36%-59.5pp | 145.39%-138.5pp |
| Employer contribution / active EE | $1,250 | $4,652-73.1% | $4,175-70.1% | $4,194-70.2% |
| Participant deferral / active EE | $1,715 | $6,159-72.2% | $5,451-68.5% | $6,396-73.2% |
| Admin fee / account holder | $2,156 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |