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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 | $85,858 | $175,231-51.0% | $149,696-42.6% | $139,466-38.4% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 8.02% | 166.77%-158.7pp | 134.46%-126.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $2,973 | $5,478-45.7% | $4,821-38.3% | $4,754-37.5% |
| Participant deferral / active EE | $5,136 | $6,521-21.2% | $5,682-9.6% | $6,712-23.5% |
| Admin fee / account holder | $68,709 | $16,155+325.3% | $13,212+420.1% | $11,409+502.3% |