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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 | $125,238 | $70,366+78.0% | $66,674+87.8% | $138,895-9.8% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 11.48% | 386.41%-374.9pp | 321.24%-309.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,114 | $2,765-59.7% | $2,620-57.5% | $4,194-73.4% |
| Participant deferral / active EE | $1,114 | $4,374-74.5% | $4,084-72.7% | $6,396-82.6% |
| Admin fee / account holder | $4,167 | $5,262-20.8% | $5,098-18.3% | $12,562-66.8% |