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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 | $29,029 | $160,040-81.9% | $147,096-80.3% | $145,877-80.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.09% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,970 | $5,289-43.9% | $4,936-39.8% | $4,663-36.3% |
| Participant deferral / active EE | $3,412 | $8,429-59.5% | $8,071-57.7% | $6,691-49.0% |
| Admin fee / account holder | $153,883 | $15,050+922.5% | $13,005+1083.2% | $13,402+1048.2% |