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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 | $51,907 | $88,710-41.5% | $81,783-36.5% | $145,959-64.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 8.08% | 1027.26%-1019.2pp | 775.05%-767.0pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,725 | $3,083-11.6% | $2,913-6.4% | $4,661-41.5% |
| Participant deferral / active EE | $6,572 | $4,645+41.5% | $4,320+52.1% | $6,689-1.7% |
| Admin fee / account holder | $2,468 | $8,407-70.6% | $7,380-66.6% | $13,398-81.6% |