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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 | $53,907 | $150,447-64.2% | $136,298-60.4% | $147,586-63.5% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 5.54% | 1049.15%-1043.6pp | 5156.27%-5150.7pp | 578.59%-573.1pp |
| Employer contribution / active EE | $1,287 | $5,256-75.5% | $4,696-72.6% | $4,876-73.6% |
| Participant deferral / active EE | $3,305 | $6,631-50.2% | $6,247-47.1% | $5,439-39.2% |
| Admin fee / account holder | $4,515 | $10,906-58.6% | $9,244-51.2% | $10,886-58.5% |