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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 | $53,119 | $68,097-22.0% | $62,929-15.6% | $137,256-61.3% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 10.74% | 1859.11%-1848.4pp | 1063.93%-1053.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $4,001 | $2,811+42.3% | $2,505+59.7% | $4,156-3.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,408 | $6,521+44.3% | $5,065+85.8% | $12,270-23.3% |