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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 | $109,171 | $183,988-40.7% | $162,177-32.7% | $152,897-28.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 5.77% | 150.79%-145.0pp | 115.60%-109.8pp | 345.43%-339.7pp |
| Employer contribution / active EE | $2,793 | $6,370-56.2% | $5,613-50.2% | $4,764-41.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,750 | $13,123-71.4% | $10,843-65.4% | $11,599-67.7% |