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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 | $38,893 | $202,342-80.8% | $172,752-77.5% | $152,897-74.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 9.24% | 1029.83%-1020.6pp | 802.97%-793.7pp | 345.43%-336.2pp |
| Employer contribution / active EE | $1,443 | $5,858-75.4% | $5,144-72.0% | $4,764-69.7% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $20,706 | $17,111+21.0% | $13,955+48.4% | $11,599+78.5% |