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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 | $27,730 | $150,445-81.6% | $136,297-79.7% | $147,585-81.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 8.50% | 1049.14%-1040.6pp | 5156.16%-5147.7pp | 578.57%-570.1pp |
| Employer contribution / active EE | $3,330 | $5,256-36.6% | $4,696-29.1% | $4,876-31.7% |
| Participant deferral / active EE | $6,153 | $6,631-7.2% | $6,247-1.5% | $5,439+13.1% |
| Admin fee / account holder | $31,180 | $10,906+185.9% | $9,244+237.3% | $10,885+186.4% |