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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 | $33,100 | $150,446-78.0% | $136,297-75.7% | $147,585-77.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 9.30% | 1049.14%-1039.8pp | 5156.19%-5146.9pp | 578.58%-569.3pp |
| Employer contribution / active EE | $7,827 | $5,256+48.9% | $4,696+66.7% | $4,876+60.5% |
| Participant deferral / active EE | $5,900 | $6,631-11.0% | $6,247-5.6% | $5,439+8.5% |
| Admin fee / account holder | $106,494 | $10,906+876.5% | $9,244+1052.1% | $10,886+878.3% |