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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 | $66,581 | $117,829-43.5% | $102,423-35.0% | $145,877-54.4% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 7.97% | 31.83%-23.9pp | 29.42%-21.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $6,578 | $3,615+82.0% | $3,023+117.6% | $4,663+41.1% |
| Participant deferral / active EE | $5,231 | $5,732-8.7% | $5,054+3.5% | $6,691-21.8% |
| Admin fee / account holder | $16,924 | $13,335+26.9% | $9,455+79.0% | $13,402+26.3% |