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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 | $118,088 | $171,867-31.3% | $149,721-21.1% | $147,586-20.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.42% | 2113.36%-2104.9pp | 1501.67%-1493.2pp | 578.59%-570.2pp |
| Employer contribution / active EE | $7,146 | $6,275+13.9% | $5,444+31.3% | $4,876+46.5% |
| Participant deferral / active EE | $11,728 | $7,270+61.3% | $6,568+78.6% | $5,439+115.6% |
| Admin fee / account holder | $2,222 | $13,799-83.9% | $11,282-80.3% | $10,886-79.6% |