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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 | $62,485 | $73,546-15.0% | $63,018-0.8% | $147,586-57.7% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 8.46% | 175.56%-167.1pp | 87.62%-79.2pp | 578.59%-570.1pp |
| Employer contribution / active EE | $2,017 | $3,324-39.3% | $2,761-26.9% | $4,876-58.6% |
| Participant deferral / active EE | $1,144 | $4,185-72.7% | $3,330-65.6% | $5,439-79.0% |
| Admin fee / account holder | $756 | $5,956-87.3% | $3,601-79.0% | $10,886-93.1% |