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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 | $156,913 | $150,446+4.3% | $136,297+15.1% | $147,585+6.3% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 6.66% | 1049.14%-1042.5pp | 5156.19%-5149.5pp | 578.58%-571.9pp |
| Employer contribution / active EE | $5,090 | $5,256-3.2% | $4,696+8.4% | $4,876+4.4% |
| Participant deferral / active EE | $10,374 | $6,631+56.5% | $6,247+66.1% | $5,439+90.7% |
| Admin fee / account holder | $1,275 | $10,906-88.3% | $9,244-86.2% | $10,886-88.3% |