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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 | $85,804 | $202,342-57.6% | $172,753-50.3% | $152,909-43.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 9.34% | 1029.88%-1020.5pp | 803.00%-793.7pp | 345.46%-336.1pp |
| Employer contribution / active EE | $5,286 | $5,857-9.8% | $5,144+2.8% | $4,764+11.0% |
| Participant deferral / active EE | $5,924 | $5,948-0.4% | $5,198+14.0% | $5,851+1.2% |
| Admin fee / account holder | $1,073 | $17,112-93.7% | $13,956-92.3% | $11,601-90.8% |