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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 | $66,490 | $102,393-35.1% | $147,041-54.8% | $80,911-17.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 7.90% | 134.95%-127.1pp | 419.21%-411.3pp | 35.63%-27.7pp |
| Employer contribution / active EE | $2,262 | $3,715-39.1% | $4,935-54.2% | $2,756-17.9% |
| Participant deferral / active EE | $3,086 | $6,647-53.6% | $8,071-61.8% | $4,297-28.2% |
| Admin fee / account holder | $2,832 | $7,943-64.3% | $13,006-78.2% | $6,935-59.2% |