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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 | $62,575 | $114,093-45.2% | $96,171-34.9% | $167,536-62.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.06% | 190.00%-183.9pp | 192.04%-186.0pp | 478.82%-472.8pp |
| Employer contribution / active EE | $3,167 | $3,429-7.6% | $2,799+13.2% | $4,839-34.5% |
| Participant deferral / active EE | $2,778 | $5,197-46.5% | $4,350-36.1% | $6,342-56.2% |
| Admin fee / account holder | $4,887 | $6,899-29.2% | $5,538-11.8% | $12,315-60.3% |