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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 | $97,751-78.5% | $103,431-79.6% | $145,978-85.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 7.70% | 25.43%-17.7pp | 23.92%-16.2pp | 550.52%-542.8pp |
| Employer contribution / active EE | $4,473 | $4,684-4.5% | $4,678-4.4% | $4,662-4.1% |
| Participant deferral / active EE | $1,825 | $6,603-72.4% | $6,625-72.5% | $6,690-72.7% |
| Admin fee / account holder | $14,904 | $12,515+19.1% | $9,412+58.4% | $13,400+11.2% |