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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 | $46,521 | $150,442-69.1% | $136,295-65.9% | $147,585-68.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 10.36% | 1049.09%-1038.7pp | 5155.97%-5145.6pp | 578.56%-568.2pp |
| Employer contribution / active EE | $5,973 | $5,256+13.6% | $4,695+27.2% | $4,876+22.5% |
| Participant deferral / active EE | $3,090 | $6,630-53.4% | $6,247-50.5% | $5,439-43.2% |
| Admin fee / account holder | $19,044 | $10,905+74.6% | $9,243+106.0% | $10,885+74.9% |