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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 | $42,204 | $72,071-41.4% | $68,368-38.3% | $137,256-69.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.37% | 353.14%-342.8pp | 292.57%-282.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $4,458 | $2,788+59.9% | $2,649+68.3% | $4,156+7.3% |
| Participant deferral / active EE | $2,426 | $4,410-45.0% | $4,123-41.2% | $6,407-62.1% |
| Admin fee / account holder | $1,396 | $5,336-73.8% | $5,150-72.9% | $12,270-88.6% |