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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 | $59,208 | $209,336-71.7% | $197,124-70.0% | $137,256-56.9% |
| Participation rate | 79.2% | 87.3%-8.1pp | 86.7%-7.5pp | 80.0%-0.8pp |
| Annual return | 5.56% | 48.09%-42.5pp | 44.34%-38.8pp | 220.34%-214.8pp |
| Employer contribution / active EE | $4,241 | $6,591-35.6% | $6,227-31.9% | $4,156+2.1% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,546 | $17,308-73.7% | $16,298-72.1% | $12,270-63.0% |