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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 | $23,571 | $183,539-87.2% | $155,556-84.8% | $145,897-83.8% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 7.25% | 61.31%-54.1pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,769 | $5,315-66.7% | $4,675-62.2% | $4,663-62.1% |
| Participant deferral / active EE | $3,568 | $6,467-44.8% | $5,631-36.6% | $6,689-46.7% |
| Admin fee / account holder | $1,401 | $19,275-92.7% | $15,885-91.2% | $13,390-89.5% |