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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 | $71,218 | $154,228-53.8% | $145,433-51.0% | $137,256-48.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 10.04% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $20,916 | $4,804+335.4% | $4,554+359.2% | $4,156+403.3% |
| Participant deferral / active EE | $31,526 | $8,216+283.7% | $7,897+299.2% | $6,407+392.1% |
| Admin fee / account holder | $28,463 | $14,344+98.4% | $13,129+116.8% | $12,270+132.0% |