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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 | $172,111-66.8% | $150,298-61.9% | $137,256-58.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 7.18% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.2pp |
| Employer contribution / active EE | $6,084 | $4,636+31.2% | $4,154+46.5% | $4,156+46.4% |
| Participant deferral / active EE | $5,828 | $6,166-5.5% | $5,453+6.9% | $6,407-9.0% |
| Admin fee / account holder | $9,933 | $16,471-39.7% | $14,116-29.6% | $12,270-19.0% |