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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 | $91,271 | $70,587+29.3% | $124,694-26.8% | $85,851+6.3% |
| Participation rate | 90.3% | 64.4%+25.9pp | 74.6%+15.7pp | 69.3%+21.0pp |
| Annual return | 11.02% | 20688.83%-20677.8pp | 5144.82%-5133.8pp | 318.63%-307.6pp |
| Employer contribution / active EE | $6,763 | $1,913+253.4% | $3,325+103.4% | $2,565+163.6% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,223 | $5,282-20.0% | $7,495-43.7% | $6,261-32.5% |