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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 | $82,385 | $155,555-47.0% | $146,866-43.9% | $155,188-46.9% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 9.88% | 115.41%-105.5pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $2,100 | $4,647-54.8% | $4,425-52.5% | $4,248-50.6% |
| Participant deferral / active EE | $4,114 | $8,044-48.9% | $7,759-47.0% | $6,531-37.0% |
| Admin fee / account holder | $82,005 | $14,755+455.8% | $13,620+502.1% | $14,480+466.3% |