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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 | $36,434 | $150,447-75.8% | $136,298-73.3% | $147,586-75.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 9.10% | 1049.15%-1040.1pp | 5156.27%-5147.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $8,417 | $5,256+60.1% | $4,696+79.2% | $4,876+72.6% |
| Participant deferral / active EE | $11,095 | $6,631+67.3% | $6,247+77.6% | $5,439+104.0% |
| Admin fee / account holder | $687 | $10,906-93.7% | $9,244-92.6% | $10,886-93.7% |