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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 | $52,186 | $211,288-75.3% | $178,540-70.8% | $145,884-64.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.81% | 30.27%-23.5pp | 27.15%-20.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,466 | $6,967+21.5% | $6,281+34.8% | $6,690+26.5% |
| Admin fee / account holder | $19,505 | $12,105+61.1% | $10,424+87.1% | $13,392+45.6% |