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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 | $61,412 | $209,428-70.7% | $178,498-65.6% | $158,950-61.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.81% | 188.78%-184.0pp | 151.09%-146.3pp | 302.91%-298.1pp |
| Employer contribution / active EE | $3,157 | $5,707-44.7% | $5,011-37.0% | $4,762-33.7% |
| Participant deferral / active EE | $3,247 | $5,955-45.5% | $5,202-37.6% | $5,983-45.7% |
| Admin fee / account holder | $47,604 | $17,077+178.8% | $13,985+240.4% | $11,248+323.2% |