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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 | $112,136 | $171,867-34.8% | $149,721-25.1% | $147,586-24.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 5.08% | 2113.36%-2108.3pp | 1501.67%-1496.6pp | 578.59%-573.5pp |
| Employer contribution / active EE | $5,605 | $6,275-10.7% | $5,444+2.9% | $4,876+14.9% |
| Participant deferral / active EE | $7,557 | $7,270+4.0% | $6,568+15.1% | $5,439+39.0% |
| Admin fee / account holder | $637 | $13,799-95.4% | $11,282-94.4% | $10,886-94.1% |