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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 | $114,013-37.0% | $103,693-30.7% | $155,188-53.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 80.8%-10.8pp |
| Annual return | 7.19% | 49.31%-42.1pp | 47.61%-40.4pp | 148.84%-141.7pp |
| Employer contribution / active EE | $649 | $3,131-79.3% | $2,920-77.8% | $4,248-84.7% |
| Participant deferral / active EE | $1,653 | $4,970-66.7% | $4,579-63.9% | $6,531-74.7% |
| Admin fee / account holder | $1,739 | $8,407-79.3% | $7,858-77.9% | $14,480-88.0% |