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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 | $45,294 | $175,231-74.2% | $149,696-69.7% | $139,466-67.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 7.22% | 166.77%-159.5pp | 134.46%-127.2pp | 373.66%-366.4pp |
| Employer contribution / active EE | $8,600 | $5,478+57.0% | $4,821+78.4% | $4,754+80.9% |
| Participant deferral / active EE | $12,128 | $6,521+86.0% | $5,682+113.5% | $6,712+80.7% |
| Admin fee / account holder | $67,280 | $16,155+316.5% | $13,212+409.2% | $11,409+489.7% |