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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 | $47,408 | $108,911-56.5% | $100,392-52.8% | $145,884-67.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.17% | 58.23%-51.1pp | 49.45%-42.3pp | 551.85%-544.7pp |
| Employer contribution / active EE | $2,621 | $4,420-40.7% | $3,941-33.5% | $4,662-43.8% |
| Participant deferral / active EE | $4,791 | $8,459-43.4% | $8,090-40.8% | $6,690-28.4% |
| Admin fee / account holder | $4,761 | $9,698-50.9% | $7,904-39.8% | $13,392-64.4% |