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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 | $60,417 | $149,040-59.5% | $120,225-49.7% | $137,256-56.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.21% | 605.68%-596.5pp | 439.23%-430.0pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,908 | $4,350-56.1% | $3,475-45.1% | $4,156-54.1% |
| Participant deferral / active EE | $1,711 | $4,655-63.2% | $3,999-57.2% | $6,407-73.3% |
| Admin fee / account holder | $2,883 | $6,348-54.6% | $5,696-49.4% | $12,270-76.5% |