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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 | $53,836 | $150,447-64.2% | $136,298-60.5% | $147,586-63.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.69% | 1049.15%-1044.5pp | 5156.27%-5151.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $5,378 | $5,256+2.3% | $4,696+14.5% | $4,876+10.3% |
| Participant deferral / active EE | $8,896 | $6,631+34.2% | $6,247+42.4% | $5,439+63.6% |
| Admin fee / account holder | $7,737 | $10,906-29.1% | $9,244-16.3% | $10,886-28.9% |