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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 | $65,149 | $81,643-20.2% | $70,462-7.5% | $158,950-59.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.96% | 208.51%-205.5pp | 109.08%-106.1pp | 302.91%-299.9pp |
| Employer contribution / active EE | $7,535 | $3,218+134.2% | $2,737+175.3% | $4,762+58.2% |
| Participant deferral / active EE | $1,768 | $4,555-61.2% | $3,710-52.3% | $5,983-70.5% |
| Admin fee / account holder | $2,387 | $6,194-61.5% | $3,845-37.9% | $11,248-78.8% |