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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 | $111,314 | $176,105-36.8% | $159,474-30.2% | $167,536-33.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 7.71% | 331.91%-324.2pp | 263.68%-256.0pp | 478.82%-471.1pp |
| Employer contribution / active EE | $1,978 | $5,299-62.7% | $4,831-59.1% | $4,839-59.1% |
| Participant deferral / active EE | $11,990 | $7,751+54.7% | $7,353+63.1% | $6,342+89.0% |
| Admin fee / account holder | $1,638 | $12,559-87.0% | $10,802-84.8% | $12,315-86.7% |