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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 | $96,610 | $150,447-35.8% | $136,298-29.1% | $147,586-34.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 9.95% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $7,178 | $5,256+36.5% | $4,696+52.9% | $4,876+47.2% |
| Participant deferral / active EE | $6,909 | $6,631+4.2% | $6,247+10.6% | $5,439+27.0% |
| Admin fee / account holder | $2,469 | $10,906-77.4% | $9,244-73.3% | $10,886-77.3% |