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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 | $43,758 | $201,259-78.3% | $184,200-76.2% | $145,959-70.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 2.53% | 28.98%-26.5pp | 28.80%-26.3pp | 561.95%-559.4pp |
| Employer contribution / active EE | $7,293 | $7,018+3.9% | $6,424+13.5% | $4,661+56.5% |
| Participant deferral / active EE | $10,032 | $9,806+2.3% | $9,132+9.8% | $6,689+50.0% |
| Admin fee / account holder | $17,358 | $16,372+6.0% | $13,907+24.8% | $13,398+29.6% |