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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 | $61,038 | $102,429-40.4% | $147,096-58.5% | $80,925-24.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.77% | 135.02%-126.2pp | 419.75%-411.0pp | 35.65%-26.9pp |
| Employer contribution / active EE | $3,058 | $3,716-17.7% | $4,936-38.1% | $2,756+10.9% |
| Participant deferral / active EE | $4,132 | $6,649-37.8% | $8,071-48.8% | $4,299-3.9% |
| Admin fee / account holder | $2,158 | $7,957-72.9% | $13,005-83.4% | $6,940-68.9% |