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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 | $183,968-65.3% | $162,166-60.6% | $152,870-58.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.73% | 150.77%-147.0pp | 115.59%-111.9pp | 345.34%-341.6pp |
| Employer contribution / active EE | $8,163 | $6,371+28.1% | $5,614+45.4% | $4,763+71.4% |
| Participant deferral / active EE | $7,916 | $8,034-1.5% | $7,298+8.5% | $5,850+35.3% |
| Admin fee / account holder | $2,618 | $13,121-80.0% | $10,842-75.9% | $11,597-77.4% |