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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 | $96,801 | $160,070-39.5% | $147,117-34.2% | $145,897-33.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.21% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $4,965 | $5,285-6.0% | $4,932+0.7% | $4,663+6.5% |
| Participant deferral / active EE | $13,688 | $8,419+62.6% | $8,065+69.7% | $6,689+104.6% |
| Admin fee / account holder | $27,824 | $15,035+85.1% | $12,993+114.1% | $13,390+107.8% |