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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 | $58,188 | $184,000-68.4% | $162,185-64.1% | $152,909-61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.10% | 150.80%-138.7pp | 115.61%-103.5pp | 345.46%-333.4pp |
| Employer contribution / active EE | $6,917 | $6,370+8.6% | $5,613+23.2% | $4,764+45.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,127 | $13,124-83.8% | $10,844-80.4% | $11,601-81.7% |