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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 | $20,269 | $175,231-88.4% | $149,696-86.5% | $139,466-85.5% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 9.66% | 166.77%-157.1pp | 134.46%-124.8pp | 373.66%-364.0pp |
| Employer contribution / active EE | $2,912 | $5,478-46.8% | $4,821-39.6% | $4,754-38.7% |
| Participant deferral / active EE | $3,200 | $6,521-50.9% | $5,682-43.7% | $6,712-52.3% |
| Admin fee / account holder | $408 | $16,155-97.5% | $13,212-96.9% | $11,409-96.4% |