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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 | $48,395 | $150,447-67.8% | $136,298-64.5% | $147,586-67.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 6.52% | 1049.15%-1042.6pp | 5156.27%-5149.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $3,101 | $5,256-41.0% | $4,696-34.0% | $4,876-36.4% |
| Participant deferral / active EE | $4,008 | $6,631-39.5% | $6,247-35.8% | $5,439-26.3% |
| Admin fee / account holder | $12,131 | $10,906+11.2% | $9,244+31.2% | $10,886+11.4% |