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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 | $77,350 | $107,941-28.3% | $91,994-15.9% | $152,897-49.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.60% | 89.28%-88.7pp | 69.04%-68.4pp | 345.43%-344.8pp |
| Employer contribution / active EE | $7,360 | $4,212+74.8% | $3,453+113.2% | $4,764+54.5% |
| Participant deferral / active EE | $5,211 | $6,366-18.1% | $5,924-12.0% | $5,851-10.9% |
| Admin fee / account holder | $13,442 | $10,521+27.8% | $7,744+73.6% | $11,599+15.9% |