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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 | $50,949 | $159,978-68.2% | $147,041-65.4% | $145,978-65.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 7.79% | 98.36%-90.6pp | 419.21%-411.4pp | 550.52%-542.7pp |
| Employer contribution / active EE | $2,852 | $5,288-46.1% | $4,935-42.2% | $4,662-38.8% |
| Participant deferral / active EE | $16,407 | $8,429+94.7% | $8,071+103.3% | $6,690+145.3% |
| Admin fee / account holder | $47,924 | $15,053+218.4% | $13,006+268.5% | $13,400+257.6% |