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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 | $67,384 | $144,130-53.2% | $117,860-42.8% | $147,585-54.3% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 2.37% | 531.20%-528.8pp | 335.10%-332.7pp | 578.58%-576.2pp |
| Employer contribution / active EE | $9,423 | $4,897+92.4% | $3,786+148.9% | $4,876+93.2% |
| Participant deferral / active EE | $6,371 | $5,316+19.8% | $4,482+42.1% | $5,439+17.1% |
| Admin fee / account holder | $11,981 | $10,887+10.0% | $8,021+49.4% | $10,886+10.1% |