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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 | $72,204 | $90,530-20.2% | $76,030-5.0% | $145,897-50.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.32% | 625.08%-617.8pp | 361.54%-354.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,509 | $3,319-54.5% | $2,688-43.8% | $4,663-67.6% |
| Participant deferral / active EE | $4,098 | $5,164-20.7% | $4,257-3.7% | $6,689-38.7% |
| Admin fee / account holder | $1,803 | $8,383-78.5% | $6,421-71.9% | $13,390-86.5% |