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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 | $200,009 | $180,749+10.7% | $160,784+24.4% | $137,256+45.7% |
| Participation rate | 94.4% | 80.0%+14.5pp | 77.0%+17.5pp | 80.0%+14.5pp |
| Annual return | 9.79% | 2234.46%-2224.7pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $8,872 | $4,155+113.5% | $3,733+137.7% | $4,156+113.5% |
| Participant deferral / active EE | $6,826 | $6,844-0.3% | $6,293+8.5% | $6,407+6.5% |
| Admin fee / account holder | $23,323 | $10,397+124.3% | $9,717+140.0% | $12,270+90.1% |