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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 | $93,953 | $150,447-37.6% | $136,298-31.1% | $147,586-36.3% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 9.31% | 1049.15%-1039.8pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $8,421 | $5,256+60.2% | $4,696+79.3% | $4,876+72.7% |
| Participant deferral / active EE | $3,187 | $6,631-51.9% | $6,247-49.0% | $5,439-41.4% |
| Admin fee / account holder | $1,170 | $10,906-89.3% | $9,244-87.3% | $10,886-89.3% |