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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 | $109,293 | $160,028-31.7% | $147,080-25.7% | $145,884-25.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 8.81% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,133 | $5,286-59.6% | $4,933-56.8% | $4,662-54.3% |
| Participant deferral / active EE | $5,229 | $8,422-37.9% | $8,066-35.2% | $6,690-21.8% |
| Admin fee / account holder | $3,637 | $15,030-75.8% | $12,989-72.0% | $13,392-72.8% |