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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 | $122,951 | $169,356-27.4% | $129,406-5.0% | $145,897-15.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 4.27% | 14418.62%-14414.3pp | 9468.18%-9463.9pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,157 | $5,542-79.1% | $4,155-72.2% | $4,663-75.2% |
| Participant deferral / active EE | $1,417 | $4,987-71.6% | $4,167-66.0% | $6,689-78.8% |
| Admin fee / account holder | $3,647 | $9,915-63.2% | $7,689-52.6% | $13,390-72.8% |