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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 | $101,506 | $183,516-44.7% | $155,534-34.7% | $145,884-30.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.47% | 61.43%-54.0pp | 64.92%-57.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $3,601 | $5,315-32.2% | $4,675-23.0% | $4,662-22.8% |
| Participant deferral / active EE | $6,062 | $6,467-6.3% | $5,630+7.7% | $6,690-9.4% |
| Admin fee / account holder | $14,053 | $19,293-27.2% | $15,900-11.6% | $13,392+4.9% |