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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 | $48,266 | $96,388-49.9% | $80,627-40.1% | $139,466-65.4% |
| Participation rate | 73.7% | 73.6%0pp | 67.0%+6.7pp | 80.3%-6.6pp |
| Annual return | 7.60% | 1352.08%-1344.5pp | 936.76%-929.2pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,705 | $3,260-47.7% | $2,723-37.4% | $4,754-64.1% |
| Participant deferral / active EE | $3,457 | $5,224-33.8% | $4,443-22.2% | $6,712-48.5% |
| Admin fee / account holder | $4,152 | $6,603-37.1% | $5,381-22.8% | $11,409-63.6% |