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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 | $72,604 | $132,099-45.0% | $115,599-37.2% | $138,895-47.7% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.3%-2.8pp | 79.9%-8.5pp |
| Annual return | 9.14% | 176.76%-167.6pp | 111.10%-102.0pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,915 | $3,416-43.9% | $2,955-35.2% | $4,194-54.3% |
| Participant deferral / active EE | $3,241 | $5,617-42.3% | $4,889-33.7% | $6,396-49.3% |
| Admin fee / account holder | $741 | $15,650-95.3% | $12,841-94.2% | $12,562-94.1% |