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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 | $86,062 | $159,934-46.2% | $147,005-41.5% | $145,959-41.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.49% | 98.24%-88.8pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,367 | $5,287-74.2% | $4,934-72.3% | $4,661-70.7% |
| Participant deferral / active EE | $4,314 | $8,427-48.8% | $8,070-46.5% | $6,689-35.5% |
| Admin fee / account holder | $1,088 | $15,053-92.8% | $13,006-91.6% | $13,398-91.9% |