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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 | $82,865 | $171,867-51.8% | $149,721-44.7% | $147,586-43.9% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 7.82% | 2113.36%-2105.5pp | 1501.67%-1493.9pp | 578.59%-570.8pp |
| Employer contribution / active EE | $3,191 | $6,275-49.1% | $5,444-41.4% | $4,876-34.6% |
| Participant deferral / active EE | $5,963 | $7,270-18.0% | $6,568-9.2% | $5,439+9.6% |
| Admin fee / account holder | $60,860 | $13,799+341.0% | $11,282+439.4% | $10,886+459.1% |