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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 | $167,830 | $101,591+65.2% | $147,096+14.1% | $74,429+125.5% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 11.93% | 8746.45%-8734.5pp | 419.75%-407.8pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $3,671 | $3,813-3.7% | $4,936-25.6% | $2,625+39.9% |
| Participant deferral / active EE | $8,258 | $7,302+13.1% | $8,071+2.3% | $4,348+89.9% |
| Admin fee / account holder | $31,043 | $1,750+1673.9% | $13,005+138.7% | $1,944+1496.6% |