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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 | $113,607 | $160,028-29.0% | $147,080-22.8% | $145,884-22.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 8.55% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $4,175 | $5,286-21.0% | $4,933-15.4% | $4,662-10.4% |
| Participant deferral / active EE | $13,201 | $8,422+56.7% | $8,066+63.7% | $6,690+97.3% |
| Admin fee / account holder | $70,787 | $15,030+371.0% | $12,989+445.0% | $13,392+428.6% |