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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 | $34,995 | $183,516-80.9% | $155,534-77.5% | $145,884-76.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 5.29% | 61.43%-56.1pp | 64.92%-59.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $2,850 | $5,315-46.4% | $4,675-39.0% | $4,662-38.9% |
| Participant deferral / active EE | $8,414 | $6,467+30.1% | $5,630+49.4% | $6,690+25.8% |
| Admin fee / account holder | $2,017 | $19,293-89.5% | $15,900-87.3% | $13,392-84.9% |