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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 | $60,812 | $102,382-40.6% | $147,005-58.6% | $80,874-24.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.72% | 134.89%-126.2pp | 418.76%-410.0pp | 35.62%-26.9pp |
| Employer contribution / active EE | $6,269 | $3,715+68.8% | $4,934+27.1% | $2,756+127.5% |
| Participant deferral / active EE | $4,433 | $6,646-33.3% | $8,070-45.1% | $4,297+3.2% |
| Admin fee / account holder | $745 | $7,942-90.6% | $13,006-94.3% | $6,935-89.3% |