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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 | $47,616 | $102,595-53.6% | $94,057-49.4% | $154,746-69.2% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 80.7%-8.0pp |
| Annual return | 9.98% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $6,669 | $3,147+111.9% | $2,933+127.4% | $4,379+52.3% |
| Participant deferral / active EE | $10,843 | $5,118+111.8% | $4,709+130.2% | $6,730+61.1% |
| Admin fee / account holder | $5,391 | $7,736-30.3% | $7,244-25.6% | $14,365-62.5% |