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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 | $35,727 | $102,595-65.2% | $94,057-62.0% | $154,746-76.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 9.11% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,404 | $3,147-55.4% | $2,933-52.1% | $4,379-67.9% |
| Participant deferral / active EE | $1,862 | $5,118-63.6% | $4,709-60.5% | $6,730-72.3% |
| Admin fee / account holder | $4,674 | $7,736-39.6% | $7,244-35.5% | $14,365-67.5% |