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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 | $59,683 | $202,342-70.5% | $172,752-65.5% | $152,897-61.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 6.35% | 1029.83%-1023.5pp | 802.97%-796.6pp | 345.43%-339.1pp |
| Employer contribution / active EE | $8,379 | $5,858+43.0% | $5,144+62.9% | $4,764+75.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,571 | $17,111-49.9% | $13,955-38.6% | $11,599-26.1% |