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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 | $54,449 | $144,124-62.2% | $117,857-53.8% | $147,585-63.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.33% | 531.17%-524.8pp | 335.09%-328.8pp | 578.57%-572.2pp |
| Employer contribution / active EE | $1,760 | $4,897-64.1% | $3,786-53.5% | $4,876-63.9% |
| Participant deferral / active EE | $4,028 | $5,316-24.2% | $4,482-10.1% | $5,439-25.9% |
| Admin fee / account holder | $10,898 | $10,886+0.1% | $8,020+35.9% | $10,885+0.1% |