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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 | $154,754-61.0% | $124,206-51.4% | $138,895-56.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.21% | 709.28%-700.1pp | 515.27%-506.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,908 | $4,446-57.1% | $3,540-46.1% | $4,194-54.5% |
| Participant deferral / active EE | $1,711 | $4,621-63.0% | $3,968-56.9% | $6,396-73.2% |
| Admin fee / account holder | $2,883 | $6,690-56.9% | $5,929-51.4% | $12,562-77.1% |