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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 | $94,887 | $102,595-7.5% | $94,057+0.9% | $154,746-38.7% |
| Participation rate | 95.7% | 76.0%+19.7pp | 73.3%+22.3pp | 80.7%+15.0pp |
| Annual return | 9.32% | 583.42%-574.1pp | 480.62%-471.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,119 | $5,118-19.5% | $4,709-12.5% | $6,730-38.8% |
| Admin fee / account holder | $4,099 | $7,736-47.0% | $7,244-43.4% | $14,365-71.5% |