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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 | $36,982 | $159,978-76.9% | $147,041-74.8% | $145,978-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.40% | 98.36%-90.0pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,820 | $5,288-46.7% | $4,935-42.9% | $4,662-39.5% |
| Participant deferral / active EE | $3,797 | $8,429-55.0% | $8,071-53.0% | $6,690-43.2% |
| Admin fee / account holder | $5,054 | $15,053-66.4% | $13,006-61.1% | $13,400-62.3% |