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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 | $83,163 | $99,011-16.0% | $86,582-3.9% | $147,586-43.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.22% | 1312.75%-1304.5pp | 965.08%-956.9pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,500 | $3,132-20.2% | $2,839-12.0% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,272 | $5,709-7.7% | $4,904+7.5% | $10,886-51.6% |