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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 | $117,627 | $159,934-26.5% | $147,005-20.0% | $145,959-19.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 8.42% | 98.24%-89.8pp | 418.76%-410.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,727 | $5,287-67.3% | $4,934-65.0% | $4,661-63.0% |
| Participant deferral / active EE | $2,599 | $8,427-69.2% | $8,070-67.8% | $6,689-61.1% |
| Admin fee / account holder | $36,215 | $15,053+140.6% | $13,006+178.4% | $13,398+170.3% |