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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 | $90,614-20.3% | $76,089-5.1% | $145,877-50.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.32% | 623.80%-616.5pp | 360.94%-353.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,509 | $3,324-54.6% | $2,690-43.9% | $4,663-67.6% |
| Participant deferral / active EE | $4,098 | $5,168-20.7% | $4,259-3.8% | $6,691-38.8% |
| Admin fee / account holder | $1,803 | $8,376-78.5% | $6,418-71.9% | $13,402-86.5% |