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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 | $172,535 | $150,447+14.7% | $136,298+26.6% | $147,586+16.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 10.21% | 1049.15%-1038.9pp | 5156.27%-5146.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $1,821 | $5,256-65.4% | $4,696-61.2% | $4,876-62.7% |
| Participant deferral / active EE | $5,277 | $6,631-20.4% | $6,247-15.5% | $5,439-3.0% |
| Admin fee / account holder | $10,760 | $10,906-1.3% | $9,244+16.4% | $10,886-1.2% |