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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 | $57,190 | $181,062-68.4% | $158,223-63.9% | $155,188-63.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 7.18% | 57.39%-50.2pp | 52.09%-44.9pp | 148.84%-141.7pp |
| Employer contribution / active EE | $6,084 | $4,565+33.3% | $4,109+48.1% | $4,248+43.2% |
| Participant deferral / active EE | $5,828 | $6,134-5.0% | $5,467+6.6% | $6,531-10.8% |
| Admin fee / account holder | $9,933 | $18,825-47.2% | $16,047-38.1% | $14,480-31.4% |