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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 | $74,805 | $141,004-46.9% | $112,273-33.4% | $139,456-46.4% |
| Participation rate | 70.0% | 79.2%-9.2pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 9.00% | 32.75%-23.8pp | 30.23%-21.2pp | 373.45%-364.5pp |
| Employer contribution / active EE | $1,458 | $4,285-66.0% | $3,431-57.5% | $4,753-69.3% |
| Participant deferral / active EE | $2,127 | $5,878-63.8% | $4,800-55.7% | $6,711-68.3% |
| Admin fee / account holder | $9,631 | $9,959-3.3% | $7,752+24.2% | $11,407-15.6% |