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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 | $119,515 | $150,447-20.6% | $136,298-12.3% | $147,586-19.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 7.52% | 1049.15%-1041.6pp | 5156.27%-5148.7pp | 578.59%-571.1pp |
| Employer contribution / active EE | $4,402 | $5,256-16.3% | $4,696-6.3% | $4,876-9.7% |
| Participant deferral / active EE | $2,500 | $6,631-62.3% | $6,247-60.0% | $5,439-54.0% |
| Admin fee / account holder | $3,169 | $10,906-70.9% | $9,244-65.7% | $10,886-70.9% |