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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 | $71,075 | $185,312-61.6% | $161,489-56.0% | $154,746-54.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 2.34% | 103.84%-101.5pp | 89.72%-87.4pp | 172.34%-170.0pp |
| Employer contribution / active EE | $1,174 | $4,769-75.4% | $4,268-72.5% | $4,379-73.2% |
| Participant deferral / active EE | $7,838 | $6,350+23.4% | $5,630+39.2% | $6,730+16.5% |
| Admin fee / account holder | $10,454 | $18,654-44.0% | $16,006-34.7% | $14,365-27.2% |