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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 | $39,557 | $182,442-78.3% | $163,379-75.8% | $138,895-71.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 7.85% | 72.74%-64.9pp | 63.41%-55.6pp | 145.39%-137.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,118 | $6,817-39.6% | $6,282-34.5% | $6,396-35.6% |
| Admin fee / account holder | $9,275 | $10,396-10.8% | $9,818-5.5% | $12,562-26.2% |