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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 | $37,671 | $183,539-79.5% | $155,556-75.8% | $145,897-74.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 8.66% | 61.31%-52.6pp | 64.84%-56.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,453 | $5,315-53.9% | $4,675-47.5% | $4,663-47.4% |
| Participant deferral / active EE | $4,000 | $6,467-38.1% | $5,631-29.0% | $6,689-40.2% |
| Admin fee / account holder | $2,934 | $19,275-84.8% | $15,885-81.5% | $13,390-78.1% |