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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 | $67,729 | $176,105-61.5% | $159,474-57.5% | $167,536-59.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.52% | 331.91%-328.4pp | 263.68%-260.2pp | 478.82%-475.3pp |
| Employer contribution / active EE | $1,972 | $5,299-62.8% | $4,831-59.2% | $4,839-59.2% |
| Participant deferral / active EE | $5,740 | $7,751-26.0% | $7,353-21.9% | $6,342-9.5% |
| Admin fee / account holder | $15,389 | $12,559+22.5% | $10,802+42.5% | $12,315+25.0% |