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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 | $75,722 | $150,447-49.7% | $136,298-44.4% | $147,586-48.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 3.36% | 1049.15%-1045.8pp | 5156.27%-5152.9pp | 578.59%-575.2pp |
| Employer contribution / active EE | $1,601 | $5,256-69.5% | $4,696-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $3,703 | $6,631-44.2% | $6,247-40.7% | $5,439-31.9% |
| Admin fee / account holder | $13,561 | $10,906+24.3% | $9,244+46.7% | $10,886+24.6% |