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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 | $225,875 | $171,867+31.4% | $149,721+50.9% | $147,586+53.0% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | 9.10% | 2113.36%-2104.3pp | 1501.67%-1492.6pp | 578.59%-569.5pp |
| Employer contribution / active EE | $2,817 | $6,275-55.1% | $5,444-48.3% | $4,876-42.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,638 | $13,799-44.6% | $11,282-32.3% | $10,886-29.8% |