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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 | $93,701 | $72,465+29.3% | $67,575+38.7% | $145,884-35.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 9.12% | 7222.56%-7213.4pp | 3528.98%-3519.9pp | 551.85%-542.7pp |
| Employer contribution / active EE | $4,519 | $3,074+47.0% | $2,736+65.2% | $4,662-3.1% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,246 | $5,515-23.0% | $3,993+6.3% | $13,392-68.3% |