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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 | $61,879 | $129,737-52.3% | $119,126-48.1% | $154,746-60.0% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 7.08% | 379.08%-372.0pp | 282.11%-275.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $2,296 | $4,375-47.5% | $4,034-43.1% | $4,379-47.6% |
| Participant deferral / active EE | $4,863 | $5,842-16.8% | $5,318-8.6% | $6,730-27.7% |
| Admin fee / account holder | $28,843 | $11,961+141.1% | $10,693+169.7% | $14,365+100.8% |