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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 | $22,056 | $103,038-78.6% | $90,324-75.6% | $152,909-85.6% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 5.63% | 95.25%-89.6pp | 78.15%-72.5pp | 345.46%-339.8pp |
| Employer contribution / active EE | $1,161 | $3,141-63.0% | $2,856-59.3% | $4,764-75.6% |
| Participant deferral / active EE | $3,377 | $4,282-21.1% | $3,885-13.1% | $5,851-42.3% |
| Admin fee / account holder | $5,299 | $6,177-14.2% | $5,356-1.1% | $11,601-54.3% |