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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 | $84,869 | $166,242-48.9% | $165,071-48.6% | $145,884-41.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.18% | 100.44%-92.3pp | 70.17%-62.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $8,464 | $5,283+60.2% | $4,347+94.7% | $4,662+81.5% |
| Participant deferral / active EE | $8,996 | $6,964+29.2% | $6,035+49.1% | $6,690+34.5% |
| Admin fee / account holder | $111,784 | $16,658+571.0% | $12,695+780.5% | $13,392+734.7% |