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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 | $36,870 | $175,259-79.0% | $149,723-75.4% | $139,487-73.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.11% | 166.82%-157.7pp | 134.50%-125.4pp | 373.84%-364.7pp |
| Employer contribution / active EE | $2,560 | $5,478-53.3% | $4,821-46.9% | $4,755-46.2% |
| Participant deferral / active EE | $4,933 | $6,522-24.4% | $5,682-13.2% | $6,713-26.5% |
| Admin fee / account holder | $4,893 | $16,158-69.7% | $13,215-63.0% | $11,407-57.1% |