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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 | $49,172 | $209,425-76.5% | $178,499-72.5% | $158,966-69.1% |
| Participation rate | 73.9% | 86.4%-12.4pp | 81.9%-8.0pp | 82.0%-8.1pp |
| Annual return | 3.62% | 188.80%-185.2pp | 151.10%-147.5pp | 302.95%-299.3pp |
| Employer contribution / active EE | $1,693 | $5,707-70.3% | $5,011-66.2% | $4,762-64.4% |
| Participant deferral / active EE | $2,295 | $5,955-61.5% | $5,202-55.9% | $5,983-61.6% |
| Admin fee / account holder | $55,563 | $17,078+225.3% | $13,986+297.3% | $11,250+393.9% |