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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 | $67,865 | $174,379-61.1% | $152,093-55.4% | $138,895-51.1% |
| Participation rate | 76.2% | 81.6%-5.5pp | 77.8%-1.6pp | 79.9%-3.7pp |
| Annual return | 10.96% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,341 | $4,652-49.7% | $4,175-43.9% | $4,194-44.2% |
| Participant deferral / active EE | $4,961 | $6,159-19.5% | $5,451-9.0% | $6,396-22.4% |
| Admin fee / account holder | $27,219 | $16,880+61.2% | $14,497+87.8% | $12,562+116.7% |