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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 | $127,058 | $150,447-15.5% | $136,298-6.8% | $147,586-13.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 8.71% | 1049.15%-1040.4pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $2,346 | $5,256-55.4% | $4,696-50.0% | $4,876-51.9% |
| Participant deferral / active EE | $7,061 | $6,631+6.5% | $6,247+13.0% | $5,439+29.8% |
| Admin fee / account holder | $2,843 | $10,906-73.9% | $9,244-69.3% | $10,886-73.9% |