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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 | $134,745 | $160,070-15.8% | $147,117-8.4% | $145,897-7.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.50% | 98.69%-93.2pp | 420.54%-415.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $2,672 | $5,285-49.4% | $4,932-45.8% | $4,663-42.7% |
| Participant deferral / active EE | $10,247 | $8,419+21.7% | $8,065+27.1% | $6,689+53.2% |
| Admin fee / account holder | $47,142 | $15,035+213.5% | $12,993+262.8% | $13,390+252.1% |