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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 | $69,609 | $202,342-65.6% | $172,753-59.7% | $152,909-54.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 5.80% | 1029.88%-1024.1pp | 803.00%-797.2pp | 345.46%-339.7pp |
| Employer contribution / active EE | $11,580 | $5,857+97.7% | $5,144+125.1% | $4,764+143.1% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $4,680 | $17,112-72.6% | $13,956-66.5% | $11,601-59.7% |