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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 | $57,209 | $90,397-36.7% | $76,002-24.7% | $145,959-60.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.30% | 621.97%-613.7pp | 360.07%-351.8pp | 561.95%-553.6pp |
| Employer contribution / active EE | $800 | $3,317-75.9% | $2,688-70.3% | $4,661-82.8% |
| Participant deferral / active EE | $1,230 | $5,163-76.2% | $4,257-71.1% | $6,689-81.6% |
| Admin fee / account holder | $3,424 | $8,369-59.1% | $6,414-46.6% | $13,398-74.4% |