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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 | $156,208 | $150,442+3.8% | $136,295+14.6% | $147,585+5.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 8.22% | 1049.09%-1040.9pp | 5155.97%-5147.8pp | 578.56%-570.3pp |
| Employer contribution / active EE | $6,795 | $5,256+29.3% | $4,695+44.7% | $4,876+39.4% |
| Participant deferral / active EE | $6,823 | $6,630+2.9% | $6,247+9.2% | $5,439+25.4% |
| Admin fee / account holder | $468 | $10,905-95.7% | $9,243-94.9% | $10,885-95.7% |