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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 | $57,073 | $107,368-46.8% | $92,915-38.6% | $152,909-62.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 5.53% | 145.64%-140.1pp | 109.45%-103.9pp | 345.46%-339.9pp |
| Employer contribution / active EE | $1,750 | $4,222-58.6% | $3,653-52.1% | $4,764-63.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,137 | $7,082+0.8% | $5,796+23.1% | $11,601-38.5% |