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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 | $69,315 | $209,336-66.9% | $197,124-64.8% | $137,256-49.5% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 8.77% | 48.09%-39.3pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,732 | $6,591-58.5% | $6,227-56.1% | $4,156-34.3% |
| Participant deferral / active EE | $7,274 | $9,614-24.3% | $9,135-20.4% | $6,407+13.5% |
| Admin fee / account holder | $4,135 | $17,308-76.1% | $16,298-74.6% | $12,270-66.3% |