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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 | $63,814 | $184,000-65.3% | $162,185-60.7% | $152,909-58.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 3.73% | 150.80%-147.1pp | 115.61%-111.9pp | 345.46%-341.7pp |
| Employer contribution / active EE | $8,163 | $6,370+28.1% | $5,613+45.4% | $4,764+71.3% |
| Participant deferral / active EE | $7,916 | $8,033-1.4% | $7,297+8.5% | $5,851+35.3% |
| Admin fee / account holder | $2,618 | $13,124-80.1% | $10,844-75.9% | $11,601-77.4% |