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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 | $61,412 | $209,425-70.7% | $178,499-65.6% | $158,966-61.4% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 5.46% | 188.80%-183.3pp | 151.10%-145.6pp | 302.95%-297.5pp |
| Employer contribution / active EE | $1,455 | $5,707-74.5% | $5,011-71.0% | $4,762-69.4% |
| Participant deferral / active EE | $3,314 | $5,955-44.4% | $5,202-36.3% | $5,983-44.6% |
| Admin fee / account holder | $4,391 | $17,078-74.3% | $13,986-68.6% | $11,250-61.0% |