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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 | $130,550 | $102,663+27.2% | $86,216+51.4% | $139,466-6.4% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.8pp |
| Annual return | 4.77% | 1924.52%-1919.7pp | 1169.42%-1164.6pp | 373.66%-368.9pp |
| Employer contribution / active EE | $13,001 | $3,035+328.4% | $2,382+445.9% | $4,754+173.5% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $21,305 | $8,663+145.9% | $6,853+210.9% | $11,409+86.7% |