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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 | $136,831 | $150,447-9.1% | $136,298+0.4% | $147,586-7.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 3.39% | 1049.15%-1045.8pp | 5156.27%-5152.9pp | 578.59%-575.2pp |
| Employer contribution / active EE | $5,662 | $5,256+7.7% | $4,696+20.6% | $4,876+16.1% |
| Participant deferral / active EE | $3,263 | $6,631-50.8% | $6,247-47.8% | $5,439-40.0% |
| Admin fee / account holder | $1,295 | $10,906-88.1% | $9,244-86.0% | $10,886-88.1% |