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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 | $159,978-26.5% | $147,041-20.0% | $145,978-19.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 8.42% | 98.36%-89.9pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,727 | $5,288-67.4% | $4,935-65.0% | $4,662-63.0% |
| Participant deferral / active EE | $2,599 | $8,429-69.2% | $8,071-67.8% | $6,690-61.2% |
| Admin fee / account holder | $36,215 | $15,053+140.6% | $13,006+178.4% | $13,400+170.3% |