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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 | $87,844 | $160,028-45.1% | $147,080-40.3% | $145,884-39.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.16% | 98.60%-89.4pp | 420.17%-411.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,290 | $5,286-37.8% | $4,933-33.3% | $4,662-29.4% |
| Participant deferral / active EE | $12,145 | $8,422+44.2% | $8,066+50.6% | $6,690+81.5% |
| Admin fee / account holder | $7,020 | $15,030-53.3% | $12,989-46.0% | $13,392-47.6% |