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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 | $27,686 | $88,710-68.8% | $81,783-66.1% | $145,959-81.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 8.53% | 1027.26%-1018.7pp | 775.05%-766.5pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,255 | $3,083-59.3% | $2,913-56.9% | $4,661-73.1% |
| Participant deferral / active EE | $6,485 | $4,645+39.6% | $4,320+50.1% | $6,689-3.0% |
| Admin fee / account holder | $409 | $8,407-95.1% | $7,380-94.5% | $13,398-96.9% |