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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 | $55,035 | $72,071-23.6% | $68,368-19.5% | $137,256-59.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.36% | 353.14%-343.8pp | 292.57%-283.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $7,609 | $2,788+172.9% | $2,649+187.2% | $4,156+83.1% |
| Participant deferral / active EE | $1,071 | $4,410-75.7% | $4,123-74.0% | $6,407-83.3% |
| Admin fee / account holder | $3,370 | $5,336-36.8% | $5,150-34.6% | $12,270-72.5% |