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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 | $50,467 | $68,097-25.9% | $62,929-19.8% | $137,256-63.2% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 9.83% | 1859.11%-1849.3pp | 1063.93%-1054.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,152 | $2,811-59.0% | $2,505-54.0% | $4,156-72.3% |
| Participant deferral / active EE | $3,433 | $4,553-24.6% | $3,888-11.7% | $6,407-46.4% |
| Admin fee / account holder | $13,654 | $6,521+109.4% | $5,065+169.6% | $12,270+11.3% |