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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 | $71,091 | $198,457-64.2% | $170,435-58.3% | $147,586-51.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 4.22% | 257.30%-253.1pp | 205.94%-201.7pp | 578.59%-574.4pp |
| Employer contribution / active EE | $7,440 | $6,183+20.3% | $5,432+37.0% | $4,876+52.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22,954 | $16,852+36.2% | $13,881+65.4% | $10,886+110.9% |