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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 | $65,290 | $160,028-59.2% | $147,080-55.6% | $145,884-55.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 5.48% | 98.60%-93.1pp | 420.17%-414.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $2,264 | $5,286-57.2% | $4,933-54.1% | $4,662-51.4% |
| Participant deferral / active EE | $3,371 | $8,422-60.0% | $8,066-58.2% | $6,690-49.6% |
| Admin fee / account holder | $59,353 | $15,030+294.9% | $12,989+357.0% | $13,392+343.2% |