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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 | $54,245 | $169,356-68.0% | $129,406-58.1% | $145,897-62.8% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 5.31% | 14418.62%-14413.3pp | 9468.18%-9462.9pp | 552.29%-547.0pp |
| Employer contribution / active EE | $2,030 | $5,542-63.4% | $4,155-51.1% | $4,663-56.5% |
| Participant deferral / active EE | $2,743 | $4,987-45.0% | $4,167-34.2% | $6,689-59.0% |
| Admin fee / account holder | $384 | $9,915-96.1% | $7,689-95.0% | $13,390-97.1% |