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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 | $161,721 | $180,749-10.5% | $160,784+0.6% | $137,256+17.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 8.26% | 2234.46%-2226.2pp | 1803.92%-1795.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $5,768 | $4,155+38.8% | $3,733+54.5% | $4,156+38.8% |
| Participant deferral / active EE | $12,147 | $6,844+77.5% | $6,293+93.0% | $6,407+89.6% |
| Admin fee / account holder | $74,958 | $10,397+621.0% | $9,717+671.4% | $12,270+510.9% |