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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 | $64,340 | $149,040-56.8% | $120,225-46.5% | $137,256-53.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.63% | 605.68%-596.1pp | 439.23%-429.6pp | 220.34%-210.7pp |
| Employer contribution / active EE | $931 | $4,350-78.6% | $3,475-73.2% | $4,156-77.6% |
| Participant deferral / active EE | $768 | $4,655-83.5% | $3,999-80.8% | $6,407-88.0% |
| Admin fee / account holder | $2,260 | $6,348-64.4% | $5,696-60.3% | $12,270-81.6% |