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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 | $100,013 | $105,210-4.9% | $159,487-37.3% | $85,851+16.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.37% | 45.08%-35.7pp | 263.71%-254.3pp | 318.63%-309.3pp |
| Employer contribution / active EE | $3,979 | $3,319+19.9% | $4,831-17.6% | $2,565+55.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,159 | $6,934-68.9% | $10,804-80.0% | $6,261-65.5% |