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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 | $37,192 | $144,124-74.2% | $117,857-68.4% | $147,585-74.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.81% | 531.17%-525.4pp | 335.09%-329.3pp | 578.56%-572.7pp |
| Employer contribution / active EE | $1,934 | $4,897-60.5% | $3,786-48.9% | $4,876-60.3% |
| Participant deferral / active EE | $2,539 | $5,316-52.2% | $4,482-43.3% | $5,439-53.3% |
| Admin fee / account holder | $5,003 | $10,886-54.0% | $8,020-37.6% | $10,885-54.0% |