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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 | $62,260 | $73,518-15.3% | $63,003-1.2% | $147,585-57.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.46% | 175.46%-170.0pp | 87.59%-82.1pp | 578.57%-573.1pp |
| Employer contribution / active EE | $2,653 | $3,322-20.2% | $2,760-3.9% | $4,876-45.6% |
| Participant deferral / active EE | $1,550 | $4,183-62.9% | $3,329-53.4% | $5,439-71.5% |
| Admin fee / account holder | $2,750 | $5,952-53.8% | $3,600-23.6% | $10,885-74.7% |