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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 | $39,965 | $209,888-81.0% | $189,545-78.9% | $167,553-76.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.98% | 748.66%-743.7pp | 555.36%-550.4pp | 478.89%-473.9pp |
| Employer contribution / active EE | $6,184 | $6,915-10.6% | $6,162+0.4% | $4,840+27.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,888 | $14,300-86.8% | $12,049-84.3% | $12,316-84.7% |