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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 | $67,841 | $72,071-5.9% | $68,368-0.8% | $137,256-50.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.07% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,868 | $2,788-33.0% | $2,649-29.5% | $4,156-55.0% |
| Participant deferral / active EE | $10,267 | $4,410+132.8% | $4,123+149.0% | $6,407+60.3% |
| Admin fee / account holder | $16,468 | $5,336+208.7% | $5,150+219.8% | $12,270+34.2% |