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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 | $169,336-27.4% | $129,384-5.0% | $145,884-15.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 4.27% | 14408.70%-14404.4pp | 9461.77%-9457.5pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,157 | $5,540-79.1% | $4,153-72.1% | $4,662-75.2% |
| Participant deferral / active EE | $1,417 | $4,985-71.6% | $4,166-66.0% | $6,690-78.8% |
| Admin fee / account holder | $3,647 | $9,912-63.2% | $7,686-52.5% | $13,392-72.8% |