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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 | $49,542 | $209,888-76.4% | $189,545-73.9% | $167,553-70.4% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 6.60% | 748.66%-742.1pp | 555.36%-548.8pp | 478.89%-472.3pp |
| Employer contribution / active EE | $2,229 | $6,915-67.8% | $6,162-63.8% | $4,840-53.9% |
| Participant deferral / active EE | $3,824 | $8,934-57.2% | $8,220-53.5% | $6,343-39.7% |
| Admin fee / account holder | $3,235 | $14,300-77.4% | $12,049-73.2% | $12,316-73.7% |