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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 | $27,139 | $102,595-73.5% | $94,057-71.1% | $154,746-82.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.14% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,413 | $3,147-23.3% | $2,933-17.7% | $4,379-44.9% |
| Participant deferral / active EE | $4,532 | $5,118-11.4% | $4,709-3.8% | $6,730-32.7% |
| Admin fee / account holder | $1,914 | $7,736-75.3% | $7,244-73.6% | $14,365-86.7% |