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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 | $86,939 | $180,749-51.9% | $160,784-45.9% | $137,256-36.7% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 10.14% | 2234.46%-2224.3pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $718 | $4,155-82.7% | $3,733-80.8% | $4,156-82.7% |
| Participant deferral / active EE | $3,995 | $6,844-41.6% | $6,293-36.5% | $6,407-37.6% |
| Admin fee / account holder | $7,810 | $10,397-24.9% | $9,717-19.6% | $12,270-36.4% |