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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 | $18,466 | $72,071-74.4% | $68,368-73.0% | $137,256-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.52% | 353.14%-347.6pp | 292.57%-287.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,405 | $2,788-49.6% | $2,649-47.0% | $4,156-66.2% |
| Participant deferral / active EE | $1,687 | $4,410-61.7% | $4,123-59.1% | $6,407-73.7% |
| Admin fee / account holder | $1,507 | $5,336-71.8% | $5,150-70.7% | $12,270-87.7% |