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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 | $44,615 | $176,120-74.7% | $159,487-72.0% | $167,553-73.4% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 5.26% | 331.95%-326.7pp | 263.71%-258.4pp | 478.89%-473.6pp |
| Employer contribution / active EE | $3,182 | $5,299-40.0% | $4,831-34.1% | $4,840-34.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $398 | $12,561-96.8% | $10,804-96.3% | $12,316-96.8% |