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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 | $46,579 | $209,422-77.8% | $178,503-73.9% | $158,982-70.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.82% | 188.81%-183.0pp | 151.12%-145.3pp | 302.99%-297.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,878 | $5,955-18.1% | $5,202-6.2% | $5,983-18.5% |
| Admin fee / account holder | $19,303 | $17,079+13.0% | $13,987+38.0% | $11,252+71.6% |