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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 | $73,272 | $96,678-24.2% | $86,640-15.4% | $139,466-47.5% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 4.21% | 106.69%-102.5pp | 592.52%-588.3pp | 373.66%-369.5pp |
| Employer contribution / active EE | $4,263 | $3,265+30.6% | $3,024+41.0% | $4,754-10.3% |
| Participant deferral / active EE | $2,595 | $4,837-46.4% | $4,438-41.5% | $6,712-61.3% |
| Admin fee / account holder | $1,379 | $6,410-78.5% | $5,616-75.4% | $11,409-87.9% |