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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 | $20,135 | $72,071-72.1% | $68,368-70.5% | $137,256-85.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.54% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,251 | $2,788-55.1% | $2,649-52.8% | $4,156-69.9% |
| Participant deferral / active EE | $3,266 | $4,410-25.9% | $4,123-20.8% | $6,407-49.0% |
| Admin fee / account holder | $1,730 | $5,336-67.6% | $5,150-66.4% | $12,270-85.9% |