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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 | $71,868 | $70,366+2.1% | $66,674+7.8% | $138,895-48.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 7.19% | 386.41%-379.2pp | 321.24%-314.1pp | 145.39%-138.2pp |
| Employer contribution / active EE | $649 | $2,765-76.5% | $2,620-75.2% | $4,194-84.5% |
| Participant deferral / active EE | $1,653 | $4,374-62.2% | $4,084-59.5% | $6,396-74.2% |
| Admin fee / account holder | $1,739 | $5,262-67.0% | $5,098-65.9% | $12,562-86.2% |