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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 | $73,159 | $110,379-33.7% | $102,412-28.6% | $145,884-49.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.06% | 24.84%-17.8pp | 24.94%-17.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,278 | $4,216-69.7% | $3,870-67.0% | $4,662-72.6% |
| Participant deferral / active EE | $2,365 | $5,622-57.9% | $5,060-53.3% | $6,690-64.7% |
| Admin fee / account holder | $9,468 | $9,745-2.8% | $8,388+12.9% | $13,392-29.3% |