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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 | $65,331 | $176,077-62.9% | $159,455-59.0% | $167,518-61.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 9.15% | 331.83%-322.7pp | 263.63%-254.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $6,955 | $5,298+31.3% | $4,830+44.0% | $4,838+43.7% |
| Participant deferral / active EE | $3,570 | $7,751-53.9% | $7,353-51.4% | $6,342-43.7% |
| Admin fee / account holder | $2,902 | $12,556-76.9% | $10,800-73.1% | $12,312-76.4% |