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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 | $60,364 | $63,346-4.7% | $92,239-34.6% | $70,124-13.9% |
| Participation rate | 98.6% | 68.7%+30.0pp | 76.5%+22.2pp | 69.5%+29.1pp |
| Annual return | 11.59% | 530.19%-518.6pp | 176.29%-164.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,203 | $2,471-10.9% | $3,680-40.1% | $2,342-6.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,059 | $3,841+83.8% | $5,194+35.9% | $4,645+52.0% |