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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 | $31,557 | $112,131-71.9% | $95,964-67.1% | $158,982-80.2% |
| Participation rate | 73.3% | 79.0%-5.7pp | 77.1%-3.8pp | 82.0%-8.6pp |
| Annual return | 5.20% | 171.19%-166.0pp | 91.64%-86.4pp | 302.99%-297.8pp |
| Employer contribution / active EE | $1,226 | $3,199-61.7% | $2,541-51.8% | $4,763-74.3% |
| Participant deferral / active EE | $3,315 | $4,784-30.7% | $4,167-20.4% | $5,983-44.6% |
| Admin fee / account holder | $1,089 | $10,136-89.3% | $6,797-84.0% | $11,252-90.3% |