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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 | $71,326 | $171,867-58.5% | $149,721-52.4% | $147,586-51.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.74% | 2113.36%-2105.6pp | 1501.67%-1493.9pp | 578.59%-570.9pp |
| Employer contribution / active EE | $5,000 | $6,275-20.3% | $5,444-8.2% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,872 | $13,799-86.4% | $11,282-83.4% | $10,886-82.8% |