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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 | $114,870 | $150,447-23.6% | $136,298-15.7% | $147,586-22.2% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 9.62% | 1049.15%-1039.5pp | 5156.27%-5146.6pp | 578.59%-569.0pp |
| Employer contribution / active EE | $2,391 | $5,256-54.5% | $4,696-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $3,499 | $6,631-47.2% | $6,247-44.0% | $5,439-35.7% |
| Admin fee / account holder | $983 | $10,906-91.0% | $9,244-89.4% | $10,886-91.0% |