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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 | $159,934-77.9% | $147,005-76.0% | $145,959-75.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 9.11% | 98.24%-89.1pp | 418.76%-409.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,384 | $5,287-54.9% | $4,934-51.7% | $4,661-48.9% |
| Participant deferral / active EE | $7,284 | $8,427-13.6% | $8,070-9.7% | $6,689+8.9% |
| Admin fee / account holder | $15,077 | $15,053+0.2% | $13,006+15.9% | $13,398+12.5% |