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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 | $53,870 | $57,305-6.0% | $86,640-37.8% | $75,173-28.3% |
| Participation rate | 94.6% | 63.2%+31.4pp | 71.7%+22.9pp | 67.2%+27.4pp |
| Annual return | 12.75% | 2674.24%-2661.5pp | 592.52%-579.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,709 | $3,320+132.2% | $4,438+73.7% | $4,126+86.8% |
| Admin fee / account holder | $6,825 | $4,116+65.8% | $5,616+21.5% | $5,651+20.8% |