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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 | $76,321 | $160,070-52.3% | $147,117-48.1% | $145,897-47.7% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 4.46% | 98.69%-94.2pp | 420.54%-416.1pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,226 | $5,285-76.8% | $4,932-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,407 | $15,035-70.7% | $12,993-66.1% | $13,390-67.1% |