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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 | $44,156 | $72,071-38.7% | $68,368-35.4% | $137,256-67.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.63% | 353.14%-344.5pp | 292.57%-283.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $8,266 | $2,788+196.5% | $2,649+212.0% | $4,156+98.9% |
| Participant deferral / active EE | $5,254 | $4,410+19.1% | $4,123+27.4% | $6,407-18.0% |
| Admin fee / account holder | $9,052 | $5,336+69.6% | $5,150+75.8% | $12,270-26.2% |