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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 | $55,469 | $149,040-62.8% | $120,225-53.9% | $137,256-59.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.59% | 605.68%-598.1pp | 439.23%-431.6pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,579 | $4,350-63.7% | $3,475-54.6% | $4,156-62.0% |
| Participant deferral / active EE | $4,435 | $4,655-4.7% | $3,999+10.9% | $6,407-30.8% |
| Admin fee / account holder | $13,080 | $6,348+106.1% | $5,696+129.6% | $12,270+6.6% |