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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 | $87,086 | $198,461-56.1% | $170,436-48.9% | $147,585-41.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 5.86% | 257.30%-251.4pp | 205.94%-200.1pp | 578.57%-572.7pp |
| Employer contribution / active EE | $7,032 | $6,184+13.7% | $5,433+29.4% | $4,876+44.2% |
| Participant deferral / active EE | $5,882 | $5,629+4.5% | $4,939+19.1% | $5,439+8.2% |
| Admin fee / account holder | $157,180 | $16,852+832.7% | $13,880+1032.4% | $10,885+1343.9% |