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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 | $102,381 | $202,342-49.4% | $172,752-40.7% | $152,897-33.0% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 3.92% | 1029.83%-1025.9pp | 802.97%-799.0pp | 345.43%-341.5pp |
| Employer contribution / active EE | $5,578 | $5,858-4.8% | $5,144+8.4% | $4,764+17.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,134 | $17,111-93.4% | $13,955-91.9% | $11,599-90.2% |