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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 | $26,230 | $159,934-83.6% | $147,005-82.2% | $145,959-82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.83% | 98.24%-93.4pp | 418.76%-413.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $2,651 | $5,287-49.9% | $4,934-46.3% | $4,661-43.1% |
| Participant deferral / active EE | $7,600 | $8,427-9.8% | $8,070-5.8% | $6,689+13.6% |
| Admin fee / account holder | $25,909 | $15,053+72.1% | $13,006+99.2% | $13,398+93.4% |