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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 | $21,388 | $111,535-80.8% | $105,223-79.7% | $137,256-84.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 11.08% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,787 | $3,939+21.5% | $3,689+29.8% | $4,156+15.2% |
| Participant deferral / active EE | $5,795 | $5,500+5.4% | $5,072+14.3% | $6,407-9.5% |
| Admin fee / account holder | $6,520 | $9,721-32.9% | $8,859-26.4% | $12,270-46.9% |