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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 | $41,834 | $159,978-73.8% | $147,041-71.5% | $145,978-71.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.37% | 98.36%-90.0pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $4,516 | $5,288-14.6% | $4,935-8.5% | $4,662-3.1% |
| Participant deferral / active EE | $9,136 | $8,429+8.4% | $8,071+13.2% | $6,690+36.6% |
| Admin fee / account holder | $1,909 | $15,053-87.3% | $13,006-85.3% | $13,400-85.8% |