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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 | $145,552 | $165,399-12.0% | $149,745-2.8% | $158,982-8.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 5.27% | 348.34%-343.1pp | 276.72%-271.5pp | 302.99%-297.7pp |
| Employer contribution / active EE | $2,892 | $5,105-43.4% | $4,646-37.8% | $4,763-39.3% |
| Participant deferral / active EE | $10,826 | $7,183+50.7% | $6,843+58.2% | $5,983+80.9% |
| Admin fee / account holder | $2,179 | $10,811-79.8% | $9,312-76.6% | $11,252-80.6% |