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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 | $61,236 | $160,070-61.7% | $147,117-58.4% | $145,897-58.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 8.82% | 98.69%-89.9pp | 420.54%-411.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,300 | $5,285-56.5% | $4,932-53.4% | $4,663-50.7% |
| Participant deferral / active EE | $4,905 | $8,419-41.7% | $8,065-39.2% | $6,689-26.7% |
| Admin fee / account holder | $926 | $15,035-93.8% | $12,993-92.9% | $13,390-93.1% |