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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 | $58,810 | $184,000-68.0% | $162,185-63.7% | $152,909-61.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.31% | 150.80%-138.5pp | 115.61%-103.3pp | 345.46%-333.2pp |
| Employer contribution / active EE | $4,220 | $6,370-33.7% | $5,613-24.8% | $4,764-11.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $768 | $13,124-94.2% | $10,844-92.9% | $11,601-93.4% |