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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 | $30,194 | $157,276-80.8% | $141,177-78.6% | $152,885-80.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.5%-5.5pp |
| Annual return | 10.01% | 64.33%-54.3pp | 71.40%-61.4pp | 345.39%-335.4pp |
| Employer contribution / active EE | $1,877 | $5,262-64.3% | $4,736-60.4% | $4,763-60.6% |
| Participant deferral / active EE | $3,054 | $7,110-57.0% | $6,710-54.5% | $5,851-47.8% |
| Admin fee / account holder | $3,697 | $12,123-69.5% | $10,263-64.0% | $11,598-68.1% |