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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 | $114,186 | $160,070-28.7% | $147,117-22.4% | $145,897-21.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.92% | 98.69%-89.8pp | 420.54%-411.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $5,464 | $5,285+3.4% | $4,932+10.8% | $4,663+17.2% |
| Participant deferral / active EE | $10,639 | $8,419+26.4% | $8,065+31.9% | $6,689+59.0% |
| Admin fee / account holder | $131,735 | $15,035+776.2% | $12,993+913.9% | $13,390+883.8% |