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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 | $36,688 | $202,342-81.9% | $172,752-78.8% | $152,897-76.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 4.04% | 1029.83%-1025.8pp | 802.97%-798.9pp | 345.43%-341.4pp |
| Employer contribution / active EE | $3,938 | $5,858-32.8% | $5,144-23.4% | $4,764-17.3% |
| Participant deferral / active EE | $6,367 | $5,948+7.0% | $5,198+22.5% | $5,851+8.8% |
| Admin fee / account holder | $15,772 | $17,111-7.8% | $13,955+13.0% | $11,599+36.0% |