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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 | $84,126 | $99,011-15.0% | $86,582-2.8% | $147,586-43.0% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 8.27% | 1312.75%-1304.5pp | 965.08%-956.8pp | 578.59%-570.3pp |
| Employer contribution / active EE | $4,386 | $3,132+40.0% | $2,839+54.5% | $4,876-10.0% |
| Participant deferral / active EE | $1,730 | $3,972-56.4% | $3,609-52.1% | $5,439-68.2% |
| Admin fee / account holder | $7,472 | $5,709+30.9% | $4,904+52.4% | $10,886-31.4% |