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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 | $52,651 | $103,008-48.9% | $90,304-41.7% | $152,897-65.6% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 5.64% | 95.22%-89.6pp | 78.13%-72.5pp | 345.43%-339.8pp |
| Employer contribution / active EE | $5,029 | $3,139+60.2% | $2,855+76.2% | $4,764+5.6% |
| Participant deferral / active EE | $6,645 | $4,281+55.2% | $3,885+71.1% | $5,851+13.6% |
| Admin fee / account holder | $4,557 | $6,175-26.2% | $5,354-14.9% | $11,599-60.7% |