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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 | $45,140 | $56,134-19.6% | $96,192-53.1% | $85,851-47.4% |
| Participation rate | 98.6% | 56.7%+41.9pp | 68.4%+30.1pp | 69.3%+29.3pp |
| Annual return | 6.64% | 42.30%-35.7pp | 192.09%-185.4pp | 318.63%-312.0pp |
| Employer contribution / active EE | $6,991 | $1,620+331.5% | $2,799+149.7% | $2,565+172.5% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,358 | $3,769+68.7% | $5,539+14.8% | $6,261+1.6% |