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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 | $94,667 | $162,136-41.6% | $152,301-37.8% | $154,746-38.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 11.07% | 91.02%-80.0pp | 80.50%-69.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,739 | $4,890-23.5% | $4,624-19.1% | $4,379-14.6% |
| Participant deferral / active EE | $7,144 | $8,341-14.3% | $8,004-10.7% | $6,730+6.1% |
| Admin fee / account holder | $49,615 | $15,759+214.8% | $14,398+244.6% | $14,365+245.4% |