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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 | $171,674 | $180,749-5.0% | $160,784+6.8% | $137,256+25.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 9.46% | 2234.46%-2225.0pp | 1803.92%-1794.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,679 | $4,155-59.6% | $3,733-55.0% | $4,156-59.6% |
| Participant deferral / active EE | $5,569 | $6,844-18.6% | $6,293-11.5% | $6,407-13.1% |
| Admin fee / account holder | $706 | $10,397-93.2% | $9,717-92.7% | $12,270-94.2% |