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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 | $70,752 | $160,040-55.8% | $147,096-51.9% | $145,877-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.49%-92.3pp | 419.75%-413.6pp | 551.28%-545.1pp |
| Employer contribution / active EE | $3,318 | $5,289-37.3% | $4,936-32.8% | $4,663-28.8% |
| Participant deferral / active EE | $5,078 | $8,429-39.8% | $8,071-37.1% | $6,691-24.1% |
| Admin fee / account holder | $18,150 | $15,050+20.6% | $13,005+39.6% | $13,402+35.4% |