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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 | $65,866 | $226,135-70.9% | $182,558-63.9% | $152,909-56.9% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.5%+4.2pp |
| Annual return | 3.59% | 192.60%-189.0pp | 148.59%-145.0pp | 345.46%-341.9pp |
| Employer contribution / active EE | $6,000 | $4,979+20.5% | $4,076+47.2% | $4,764+25.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,364 | $10,707+43.5% | $8,594+78.8% | $11,601+32.4% |