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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 | $110,265 | $159,978-31.1% | $147,041-25.0% | $145,978-24.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 7.25% | 98.36%-91.1pp | 419.21%-412.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $8,963 | $5,288+69.5% | $4,935+81.6% | $4,662+92.3% |
| Participant deferral / active EE | $6,130 | $8,429-27.3% | $8,071-24.0% | $6,690-8.4% |
| Admin fee / account holder | $20,318 | $15,053+35.0% | $13,006+56.2% | $13,400+51.6% |