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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 | $64,894 | $159,934-59.4% | $147,005-55.9% | $145,959-55.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 8.46% | 98.24%-89.8pp | 418.76%-410.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $10,150 | $5,287+92.0% | $4,934+105.7% | $4,661+117.8% |
| Participant deferral / active EE | $3,527 | $8,427-58.2% | $8,070-56.3% | $6,689-47.3% |
| Admin fee / account holder | $1,128 | $15,053-92.5% | $13,006-91.3% | $13,398-91.6% |