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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 | $69,151 | $175,257-60.5% | $149,717-53.8% | $139,456-50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.78% | 166.70%-162.9pp | 134.41%-130.6pp | 373.45%-369.7pp |
| Employer contribution / active EE | $4,062 | $5,477-25.8% | $4,820-15.7% | $4,753-14.5% |
| Participant deferral / active EE | $9,894 | $6,521+51.7% | $5,682+74.1% | $6,711+47.4% |
| Admin fee / account holder | $6,436 | $16,156-60.2% | $13,213-51.3% | $11,407-43.6% |