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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 | $66,615 | $150,447-55.7% | $136,298-51.1% | $147,586-54.9% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 3.83% | 1049.15%-1045.3pp | 5156.27%-5152.4pp | 578.59%-574.8pp |
| Employer contribution / active EE | $4,389 | $5,256-16.5% | $4,696-6.5% | $4,876-10.0% |
| Participant deferral / active EE | $4,842 | $6,631-27.0% | $6,247-22.5% | $5,439-11.0% |
| Admin fee / account holder | $2,204 | $10,906-79.8% | $9,244-76.2% | $10,886-79.8% |