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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 | $240,608 | $104,577+130.1% | $76,667+213.8% | $152,909+57.4% |
| Participation rate | 73.3% | 76.6%-3.3pp | 72.1%+1.2pp | 82.5%-9.1pp |
| Annual return | 3.00% | 1014.36%-1011.4pp | 1166.74%-1163.7pp | 345.46%-342.5pp |
| Employer contribution / active EE | $16,613 | $3,119+432.6% | $2,303+621.4% | $4,764+248.7% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,704 | $12,290-21.0% | $6,423+51.1% | $11,601-16.4% |