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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 | $63,354 | $124,175-49.0% | $108,405-41.6% | $167,553-62.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.46% | 1380.13%-1370.7pp | 905.55%-896.1pp | 478.89%-469.4pp |
| Employer contribution / active EE | $2,079 | $4,188-50.4% | $3,559-41.6% | $4,840-57.0% |
| Participant deferral / active EE | $4,808 | $6,908-30.4% | $6,563-26.7% | $6,343-24.2% |
| Admin fee / account holder | $1,951 | $9,457-79.4% | $7,297-73.3% | $12,316-84.2% |