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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 | $35,271 | $160,070-78.0% | $147,117-76.0% | $145,897-75.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.11% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,384 | $5,285-54.9% | $4,932-51.7% | $4,663-48.9% |
| Participant deferral / active EE | $7,284 | $8,419-13.5% | $8,065-9.7% | $6,689+8.9% |
| Admin fee / account holder | $15,077 | $15,035+0.3% | $12,993+16.0% | $13,390+12.6% |