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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 | $41,694 | $209,428-80.1% | $178,498-76.6% | $158,950-73.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 5.42% | 188.78%-183.4pp | 151.09%-145.7pp | 302.91%-297.5pp |
| Employer contribution / active EE | $1,314 | $5,707-77.0% | $5,011-73.8% | $4,762-72.4% |
| Participant deferral / active EE | $3,103 | $5,955-47.9% | $5,202-40.3% | $5,983-48.1% |
| Admin fee / account holder | $52,426 | $17,077+207.0% | $13,985+274.9% | $11,248+366.1% |