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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 | $80,269 | $114,093-29.6% | $96,171-16.5% | $167,536-52.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.67% | 190.00%-184.3pp | 192.04%-186.4pp | 478.82%-473.1pp |
| Employer contribution / active EE | $1,610 | $3,429-53.1% | $2,799-42.5% | $4,839-66.7% |
| Participant deferral / active EE | $5,076 | $5,197-2.3% | $4,350+16.7% | $6,342-20.0% |
| Admin fee / account holder | $431 | $6,899-93.8% | $5,538-92.2% | $12,315-96.5% |