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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 | $47,603 | $88,778-46.4% | $81,844-41.8% | $145,884-67.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 5.58% | 1033.03%-1027.5pp | 778.87%-773.3pp | 551.85%-546.3pp |
| Employer contribution / active EE | $13,335 | $3,087+332.0% | $2,916+357.2% | $4,662+186.0% |
| Participant deferral / active EE | $9,427 | $4,648+102.8% | $4,323+118.0% | $6,690+40.9% |
| Admin fee / account holder | $19,971 | $8,430+136.9% | $7,355+171.5% | $13,392+49.1% |