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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 | $38,614 | $171,867-77.5% | $149,721-74.2% | $147,586-73.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.09% | 2113.36%-2104.3pp | 1501.67%-1492.6pp | 578.59%-569.5pp |
| Employer contribution / active EE | $2,414 | $6,275-61.5% | $5,444-55.7% | $4,876-50.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,653 | $13,799-44.5% | $11,282-32.2% | $10,886-29.7% |