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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 | $51,389 | $159,934-67.9% | $147,005-65.0% | $145,959-64.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,554 | $5,287-70.6% | $4,934-68.5% | $4,661-66.7% |
| Participant deferral / active EE | $4,041 | $8,427-52.0% | $8,070-49.9% | $6,689-39.6% |
| Admin fee / account holder | $2,854 | $15,053-81.0% | $13,006-78.1% | $13,398-78.7% |