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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 | $70,121-27.8% | $63,803-20.7% | $138,895-63.6% |
| Participation rate | 72.2% | 77.2%-5.0pp | 72.7%-0.5pp | 79.9%-7.7pp |
| Annual return | 6.47% | 946.48%-940.0pp | 543.72%-537.3pp | 145.39%-138.9pp |
| Employer contribution / active EE | $777 | $2,882-73.0% | $2,532-69.3% | $4,194-81.5% |
| Participant deferral / active EE | $2,821 | $4,535-37.8% | $3,843-26.6% | $6,396-55.9% |
| Admin fee / account holder | $8,562 | $6,738+27.1% | $5,196+64.8% | $12,562-31.8% |