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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 | $130,528 | $150,447-13.2% | $136,298-4.2% | $147,586-11.6% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 9.72% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.9pp |
| Employer contribution / active EE | $1,853 | $5,256-64.7% | $4,696-60.5% | $4,876-62.0% |
| Participant deferral / active EE | $5,552 | $6,631-16.3% | $6,247-11.1% | $5,439+2.1% |
| Admin fee / account holder | $1,160 | $10,906-89.4% | $9,244-87.5% | $10,886-89.3% |