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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 | $73,744 | $183,592-59.8% | $155,574-52.6% | $145,877-49.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.18% | 61.37%-54.2pp | 64.87%-57.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,818 | $5,317-65.8% | $4,676-61.1% | $4,663-61.0% |
| Participant deferral / active EE | $8,714 | $6,466+34.8% | $5,629+54.8% | $6,691+30.2% |
| Admin fee / account holder | $867 | $19,316-95.5% | $15,914-94.6% | $13,402-93.5% |