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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 | $160,028-26.5% | $147,080-20.0% | $145,884-19.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 8.42% | 98.60%-90.2pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,727 | $5,286-67.3% | $4,933-65.0% | $4,662-63.0% |
| Participant deferral / active EE | $2,599 | $8,422-69.1% | $8,066-67.8% | $6,690-61.2% |
| Admin fee / account holder | $36,215 | $15,030+141.0% | $12,989+178.8% | $13,392+170.4% |