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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 | $43,589 | $105,158-58.5% | $94,672-54.0% | $139,487-68.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 11.19% | 38.11%-26.9pp | 156.89%-145.7pp | 373.84%-362.7pp |
| Employer contribution / active EE | $11,921 | $4,107+190.2% | $3,673+224.6% | $4,755+150.7% |
| Participant deferral / active EE | $8,813 | $7,599+16.0% | $7,417+18.8% | $6,713+31.3% |
| Admin fee / account holder | $3,402 | $8,972-62.1% | $7,222-52.9% | $11,407-70.2% |