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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 | $68,842 | $209,888-67.2% | $189,545-63.7% | $167,553-58.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.12% | 748.66%-744.5pp | 555.36%-551.2pp | 478.89%-474.8pp |
| Employer contribution / active EE | $5,625 | $6,915-18.7% | $6,162-8.7% | $4,840+16.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,879 | $14,300-9.9% | $12,049+6.9% | $12,316+4.6% |