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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 | $87,013 | $103,038-15.6% | $90,324-3.7% | $152,909-43.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 6.90% | 95.25%-88.4pp | 78.15%-71.2pp | 345.46%-338.6pp |
| Employer contribution / active EE | $5,143 | $3,141+63.7% | $2,856+80.1% | $4,764+8.0% |
| Participant deferral / active EE | $951 | $4,282-77.8% | $3,885-75.5% | $5,851-83.7% |
| Admin fee / account holder | $14,532 | $6,177+135.3% | $5,356+171.3% | $11,601+25.3% |