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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 | $240,222 | $110,240+117.9% | $96,544+148.8% | $139,487+72.2% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 7.94% | 26.41%-18.5pp | 25.88%-17.9pp | 373.84%-365.9pp |
| Employer contribution / active EE | $2,565 | $3,622-29.2% | $2,966-13.5% | $4,755-46.0% |
| Participant deferral / active EE | $7,122 | $5,549+28.4% | $4,851+46.8% | $6,713+6.1% |
| Admin fee / account holder | $35,082 | $11,602+202.4% | $8,254+325.0% | $11,407+207.5% |