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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 | $44,841 | $114,093-60.7% | $96,171-53.4% | $167,536-73.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 6.67% | 190.00%-183.3pp | 192.04%-185.4pp | 478.82%-472.1pp |
| Employer contribution / active EE | $3,143 | $3,429-8.4% | $2,799+12.3% | $4,839-35.1% |
| Participant deferral / active EE | $15,219 | $5,197+192.9% | $4,350+249.9% | $6,342+140.0% |
| Admin fee / account holder | $407 | $6,899-94.1% | $5,538-92.6% | $12,315-96.7% |