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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 | $50,616 | $68,097-25.7% | $62,929-19.6% | $137,256-63.1% |
| Participation rate | 72.2% | 77.4%-5.2pp | 73.1%-0.9pp | 80.0%-7.7pp |
| Annual return | 6.47% | 1859.11%-1852.6pp | 1063.93%-1057.5pp | 220.34%-213.9pp |
| Employer contribution / active EE | $777 | $2,811-72.4% | $2,505-69.0% | $4,156-81.3% |
| Participant deferral / active EE | $2,821 | $4,553-38.0% | $3,888-27.4% | $6,407-56.0% |
| Admin fee / account holder | $8,562 | $6,521+31.3% | $5,065+69.0% | $12,270-30.2% |