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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 | $80,469 | $150,446-46.5% | $136,297-41.0% | $147,585-45.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 10.14% | 1049.14%-1039.0pp | 5156.19%-5146.1pp | 578.58%-568.4pp |
| Employer contribution / active EE | $3,469 | $5,256-34.0% | $4,696-26.1% | $4,876-28.9% |
| Participant deferral / active EE | $6,981 | $6,631+5.3% | $6,247+11.7% | $5,439+28.3% |
| Admin fee / account holder | $7,127 | $10,906-34.6% | $9,244-22.9% | $10,886-34.5% |