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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 | $114,743 | $109,872+4.4% | $98,483+16.5% | $167,536-31.5% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 1.61% | 1959.31%-1957.7pp | 1494.38%-1492.8pp | 478.82%-477.2pp |
| Employer contribution / active EE | $12,599 | $3,225+290.7% | $2,961+325.5% | $4,839+160.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,806 | $6,757-14.1% | $5,953-2.5% | $12,315-52.8% |