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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 | $159,934-52.3% | $147,005-48.1% | $145,959-47.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 4.46% | 98.24%-93.8pp | 418.76%-414.3pp | 561.95%-557.5pp |
| Employer contribution / active EE | $1,226 | $5,287-76.8% | $4,934-75.1% | $4,661-73.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,407 | $15,053-70.7% | $13,006-66.1% | $13,398-67.1% |