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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 | $156,175 | $176,688-11.6% | $130,660+19.5% | $152,909+2.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.5%+6.4pp |
| Annual return | 0.51% | 2693.08%-2692.6pp | 1709.29%-1708.8pp | 345.46%-345.0pp |
| Employer contribution / active EE | $8,509 | $5,743+48.2% | $4,092+107.9% | $4,764+78.6% |
| Participant deferral / active EE | $4,407 | $4,362+1.0% | $3,603+22.3% | $5,851-24.7% |
| Admin fee / account holder | $1,108 | $7,131-84.5% | $5,463-79.7% | $11,601-90.5% |