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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 | $54,344 | $217,432-75.0% | $185,849-70.8% | $167,536-67.6% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 1.46% | 148.42%-147.0pp | 122.10%-120.6pp | 478.82%-477.4pp |
| Employer contribution / active EE | $1,622 | $5,875-72.4% | $5,169-68.6% | $4,839-66.5% |
| Participant deferral / active EE | $4,122 | $6,357-35.2% | $5,569-26.0% | $6,342-35.0% |
| Admin fee / account holder | $620 | $19,818-96.9% | $16,244-96.2% | $12,315-95.0% |