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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 | $100,392 | $209,874-52.2% | $189,537-47.0% | $167,536-40.1% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 7.83% | 748.61%-740.8pp | 555.34%-547.5pp | 478.82%-471.0pp |
| Employer contribution / active EE | $1,847 | $6,913-73.3% | $6,161-70.0% | $4,839-61.8% |
| Participant deferral / active EE | $4,797 | $8,934-46.3% | $8,220-41.6% | $6,342-24.4% |
| Admin fee / account holder | $526 | $14,299-96.3% | $12,048-95.6% | $12,315-95.7% |