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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 | $71,804 | $114,119-37.1% | $107,187-33.0% | $138,895-48.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 5.96% | 273.21%-267.2pp | 204.55%-198.6pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,439 | $4,059-64.5% | $3,782-61.9% | $4,194-65.7% |
| Participant deferral / active EE | $2,709 | $5,538-51.1% | $5,096-46.8% | $6,396-57.6% |
| Admin fee / account holder | $8,469 | $10,024-15.5% | $9,162-7.6% | $12,562-32.6% |