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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 | $125,300 | $88,815+41.1% | $81,882+53.0% | $145,897-14.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 6.77% | 1033.75%-1027.0pp | 779.47%-772.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,398 | $3,086-54.7% | $2,916-52.1% | $4,663-70.0% |
| Participant deferral / active EE | $3,180 | $4,647-31.6% | $4,323-26.4% | $6,689-52.5% |
| Admin fee / account holder | $1,473 | $8,434-82.5% | $7,360-80.0% | $13,390-89.0% |