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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 | $72,457 | $102,635-29.4% | $86,209-16.0% | $139,456-48.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 2.30% | 1923.53%-1921.2pp | 1169.05%-1166.8pp | 373.45%-371.2pp |
| Employer contribution / active EE | $6,210 | $3,034+104.7% | $2,381+160.8% | $4,753+30.7% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $34,579 | $8,661+299.3% | $6,853+404.6% | $11,407+203.1% |