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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 | $92,744 | $150,447-38.4% | $136,298-32.0% | $147,586-37.2% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 10.21% | 1049.15%-1038.9pp | 5156.27%-5146.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $5,984 | $5,256+13.8% | $4,696+27.4% | $4,876+22.7% |
| Participant deferral / active EE | $4,221 | $6,631-36.3% | $6,247-32.4% | $5,439-22.4% |
| Admin fee / account holder | $51,438 | $10,906+371.6% | $9,244+456.5% | $10,886+372.5% |