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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 | $47,574 | $171,867-72.3% | $149,721-68.2% | $147,586-67.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.19% | 2113.36%-2107.2pp | 1501.67%-1495.5pp | 578.59%-572.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,372 | $7,270-26.1% | $6,568-18.2% | $5,439-1.2% |
| Admin fee / account holder | $803 | $13,799-94.2% | $11,282-92.9% | $10,886-92.6% |