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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 | $87,532 | $165,361-47.1% | $149,715-41.5% | $158,950-44.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 5.01% | 348.24%-343.2pp | 276.66%-271.7pp | 302.91%-297.9pp |
| Employer contribution / active EE | $1,570 | $5,103-69.2% | $4,645-66.2% | $4,762-67.0% |
| Participant deferral / active EE | $2,783 | $7,182-61.2% | $6,842-59.3% | $5,983-53.5% |
| Admin fee / account holder | $46,219 | $10,808+327.6% | $9,310+396.5% | $11,248+310.9% |