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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 | $21,064 | $97,078-78.3% | $103,065-79.6% | $145,897-85.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.6%-5.6pp | 80.3%-5.3pp |
| Annual return | 7.70% | 25.49%-17.8pp | 23.95%-16.3pp | 552.29%-544.6pp |
| Employer contribution / active EE | $4,473 | $4,680-4.4% | $4,675-4.3% | $4,663-4.1% |
| Participant deferral / active EE | $1,825 | $6,601-72.4% | $6,625-72.5% | $6,689-72.7% |
| Admin fee / account holder | $14,904 | $12,505+19.2% | $9,349+59.4% | $13,390+11.3% |