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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 | $46,308 | $150,447-69.2% | $136,298-66.0% | $147,586-68.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 7.51% | 1049.15%-1041.6pp | 5156.27%-5148.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $4,658 | $5,256-11.4% | $4,696-0.8% | $4,876-4.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,234 | $10,906+21.3% | $9,244+43.2% | $10,886+21.6% |