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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 | $71,381 | $160,040-55.4% | $147,096-51.5% | $145,877-51.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.36% | 98.49%-91.1pp | 419.75%-412.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $14,912 | $5,289+181.9% | $4,936+202.1% | $4,663+219.8% |
| Participant deferral / active EE | $8,142 | $8,429-3.4% | $8,071+0.9% | $6,691+21.7% |
| Admin fee / account holder | $61,916 | $15,050+311.4% | $13,005+376.1% | $13,402+362.0% |