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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 | $92,620 | $101,672-8.9% | $147,117-37.0% | $74,478+24.4% |
| Participation rate | 82.4% | 75.5%+6.8pp | 82.2%+0.2pp | 67.2%+15.1pp |
| Annual return | 11.73% | 8757.83%-8746.1pp | 420.54%-408.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $3,796 | $3,813-0.4% | $4,932-23.0% | $2,626+44.6% |
| Participant deferral / active EE | $9,796 | $7,305+34.1% | $8,065+21.5% | $4,350+125.2% |
| Admin fee / account holder | $13,857 | $1,753+690.4% | $12,993+6.7% | $1,946+612.1% |