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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 | $53,581 | $180,749-70.4% | $160,784-66.7% | $137,256-61.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.37% | 2234.46%-2226.1pp | 1803.92%-1795.6pp | 220.34%-212.0pp |
| Employer contribution / active EE | $5,901 | $4,155+42.0% | $3,733+58.1% | $4,156+42.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,000 | $10,397+44.3% | $9,717+54.4% | $12,270+22.2% |