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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 | $91,864 | $155,555-40.9% | $146,866-37.5% | $155,188-40.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 6.41% | 115.41%-109.0pp | 102.85%-96.4pp | 148.84%-142.4pp |
| Employer contribution / active EE | $761 | $4,647-83.6% | $4,425-82.8% | $4,248-82.1% |
| Participant deferral / active EE | $4,942 | $8,044-38.6% | $7,759-36.3% | $6,531-24.3% |
| Admin fee / account holder | $107,605 | $14,755+629.3% | $13,620+690.1% | $14,480+643.1% |