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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 | $58,084 | $72,465-19.8% | $67,575-14.0% | $145,884-60.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.06% | 7222.56%-7214.5pp | 3528.98%-3520.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,397 | $3,074-54.6% | $2,736-48.9% | $4,662-70.0% |
| Participant deferral / active EE | $6,552 | $4,786+36.9% | $4,003+63.7% | $6,690-2.1% |
| Admin fee / account holder | $11,519 | $5,515+108.9% | $3,993+188.5% | $13,392-14.0% |