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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 | $162,136-56.1% | $152,301-53.2% | $154,746-54.0% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 10.04% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $20,916 | $4,890+327.7% | $4,624+352.3% | $4,379+377.6% |
| Participant deferral / active EE | $31,526 | $8,341+278.0% | $8,004+293.9% | $6,730+368.4% |
| Admin fee / account holder | $28,463 | $15,759+80.6% | $14,398+97.7% | $14,365+98.1% |