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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 | $81,338 | $88,710-8.3% | $81,783-0.5% | $145,959-44.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 6.19% | 1027.26%-1021.1pp | 775.05%-768.9pp | 561.95%-555.8pp |
| Employer contribution / active EE | $2,480 | $3,083-19.6% | $2,913-14.9% | $4,661-46.8% |
| Participant deferral / active EE | $9,051 | $4,645+94.9% | $4,320+109.5% | $6,689+35.3% |
| Admin fee / account holder | $22,916 | $8,407+172.6% | $7,380+210.5% | $13,398+71.0% |