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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 | $64,864 | $103,387-37.3% | $87,102-25.5% | $152,885-57.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 6.53% | 28.10%-21.6pp | 28.19%-21.7pp | 345.39%-338.9pp |
| Employer contribution / active EE | $1,400 | $3,221-56.5% | $2,521-44.5% | $4,763-70.6% |
| Participant deferral / active EE | $3,839 | $4,778-19.7% | $4,048-5.2% | $5,851-34.4% |
| Admin fee / account holder | $330 | $12,193-97.3% | $7,491-95.6% | $11,598-97.2% |