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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 | $73,038 | $183,539-60.2% | $155,556-53.0% | $145,897-49.9% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 7.42% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,812 | $5,315-65.9% | $4,675-61.2% | $4,663-61.1% |
| Participant deferral / active EE | $3,047 | $6,467-52.9% | $5,631-45.9% | $6,689-54.4% |
| Admin fee / account holder | $45,739 | $19,275+137.3% | $15,885+187.9% | $13,390+241.6% |