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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 | $65,365 | $183,978-64.5% | $162,171-59.7% | $152,885-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.46% | 150.78%-138.3pp | 115.60%-103.1pp | 345.39%-332.9pp |
| Employer contribution / active EE | $2,798 | $6,370-56.1% | $5,613-50.2% | $4,763-41.3% |
| Participant deferral / active EE | $3,080 | $8,033-61.7% | $7,297-57.8% | $5,851-47.4% |
| Admin fee / account holder | $36,188 | $13,122+175.8% | $10,843+233.8% | $11,598+212.0% |