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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 | $37,817 | $202,342-81.3% | $172,753-78.1% | $152,909-75.3% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 5.79% | 1029.88%-1024.1pp | 803.00%-797.2pp | 345.46%-339.7pp |
| Employer contribution / active EE | $2,318 | $5,857-60.4% | $5,144-54.9% | $4,764-51.3% |
| Participant deferral / active EE | $2,612 | $5,948-56.1% | $5,198-49.7% | $5,851-55.4% |
| Admin fee / account holder | $1,569 | $17,112-90.8% | $13,956-88.8% | $11,601-86.5% |