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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 | $92,061 | $209,425-56.0% | $178,499-48.4% | $158,966-42.1% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 2.07% | 188.80%-186.7pp | 151.10%-149.0pp | 302.95%-300.9pp |
| Employer contribution / active EE | $1,652 | $5,707-71.1% | $5,011-67.0% | $4,762-65.3% |
| Participant deferral / active EE | $3,451 | $5,955-42.1% | $5,202-33.7% | $5,983-42.3% |
| Admin fee / account holder | $3,628 | $17,078-78.8% | $13,986-74.1% | $11,250-67.8% |