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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 | $80,145 | $176,105-54.5% | $159,474-49.7% | $167,536-52.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 9.05% | 331.91%-322.9pp | 263.68%-254.6pp | 478.82%-469.8pp |
| Employer contribution / active EE | $1,281 | $5,299-75.8% | $4,831-73.5% | $4,839-73.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $31,920 | $12,559+154.2% | $10,802+195.5% | $12,315+159.2% |