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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 | $59,958 | $100,911-40.6% | $90,440-33.7% | $158,966-62.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 4.77% | 1726.62%-1721.8pp | 1294.38%-1289.6pp | 302.95%-298.2pp |
| Employer contribution / active EE | $4,366 | $3,690+18.3% | $3,263+33.8% | $4,762-8.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $706 | $6,507-89.2% | $5,615-87.4% | $11,250-93.7% |