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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 | $62,629 | $72,071-13.1% | $68,368-8.4% | $137,256-54.4% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 8.02% | 353.14%-345.1pp | 292.57%-284.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $5,185 | $2,788+86.0% | $2,649+95.8% | $4,156+24.8% |
| Participant deferral / active EE | $3,695 | $4,410-16.2% | $4,123-10.4% | $6,407-42.3% |
| Admin fee / account holder | $103,997 | $5,336+1849.1% | $5,150+1919.4% | $12,270+747.6% |