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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 | $108,897-56.5% | $100,378-52.8% | $145,877-67.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.17% | 58.17%-51.0pp | 49.41%-42.2pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,621 | $4,420-40.7% | $3,942-33.5% | $4,663-43.8% |
| Participant deferral / active EE | $4,791 | $8,455-43.3% | $8,087-40.8% | $6,691-28.4% |
| Admin fee / account holder | $4,761 | $9,690-50.9% | $7,899-39.7% | $13,402-64.5% |