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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 | $26,217 | $88,778-70.5% | $81,844-68.0% | $145,884-82.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 6.19% | 1033.03%-1026.8pp | 778.87%-772.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $2,217 | $3,087-28.2% | $2,916-24.0% | $4,662-52.4% |
| Participant deferral / active EE | $1,922 | $4,648-58.7% | $4,323-55.5% | $6,690-71.3% |
| Admin fee / account holder | $3,716 | $8,430-55.9% | $7,355-49.5% | $13,392-72.3% |