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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 | $84,562 | $58,391+44.8% | $76,667+10.3% | $72,976+15.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 3.61% | 2306.65%-2303.0pp | 1166.74%-1163.1pp | 81.02%-77.4pp |
| Employer contribution / active EE | $1,272 | $1,787-28.8% | $2,303-44.7% | $2,440-47.9% |
| Participant deferral / active EE | $2,976 | $2,690+10.6% | $3,336-10.8% | $3,608-17.5% |
| Admin fee / account holder | $6,130 | $4,014+52.7% | $6,423-4.6% | $5,124+19.6% |