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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 | $67,563 | $63,346+6.7% | $92,240-26.8% | $70,126-3.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.36% | 530.19%-523.8pp | 176.29%-169.9pp | 73.15%-66.8pp |
| Employer contribution / active EE | $3,922 | $2,471+58.7% | $3,680+6.6% | $2,343+67.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,952 | $3,841-23.1% | $5,194-43.2% | $4,645-36.5% |