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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 | $58,515 | $99,011-40.9% | $86,582-32.4% | $147,586-60.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.93% | 1312.75%-1304.8pp | 965.08%-957.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,206 | $3,132-29.6% | $2,839-22.3% | $4,876-54.8% |
| Participant deferral / active EE | $3,003 | $3,972-24.4% | $3,609-16.8% | $5,439-44.8% |
| Admin fee / account holder | $621 | $5,709-89.1% | $4,904-87.3% | $10,886-94.3% |