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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 | $59,536 | $68,412-13.0% | $94,679-37.1% | $75,181-20.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 11.57% | 616.91%-605.3pp | 156.75%-145.2pp | 160.69%-149.1pp |
| Employer contribution / active EE | $3,105 | $2,701+15.0% | $3,673-15.5% | $2,671+16.3% |
| Participant deferral / active EE | $3,156 | $6,537-51.7% | $7,417-57.5% | $4,126-23.5% |
| Admin fee / account holder | $6,529 | $5,326+22.6% | $7,233-9.7% | $5,650+15.6% |