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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 | $139,629 | $150,447-7.2% | $136,298+2.4% | $147,586-5.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 8.56% | 1049.15%-1040.6pp | 5156.27%-5147.7pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,965 | $5,256-62.6% | $4,696-58.1% | $4,876-59.7% |
| Participant deferral / active EE | $7,947 | $6,631+19.9% | $6,247+27.2% | $5,439+46.1% |
| Admin fee / account holder | $50,934 | $10,906+367.0% | $9,244+451.0% | $10,886+367.9% |