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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 | $46,331 | $160,040-71.1% | $147,096-68.5% | $145,877-68.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 8.77% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,279 | $5,289-56.9% | $4,936-53.8% | $4,663-51.1% |
| Participant deferral / active EE | $3,968 | $8,429-52.9% | $8,071-50.8% | $6,691-40.7% |
| Admin fee / account holder | $76,268 | $15,050+406.8% | $13,005+486.4% | $13,402+469.1% |