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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 | $114,629 | $156,970-27.0% | $121,210-5.4% | $139,487-17.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 7.46% | 1477.10%-1469.6pp | 987.41%-980.0pp | 373.84%-366.4pp |
| Employer contribution / active EE | $1,157 | $5,546-79.1% | $4,171-72.3% | $4,755-75.7% |
| Participant deferral / active EE | $1,417 | $4,849-70.8% | $4,084-65.3% | $6,713-78.9% |
| Admin fee / account holder | $3,288 | $6,947-52.7% | $5,647-41.8% | $11,407-71.2% |