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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 | $70,515 | $175,259-59.8% | $149,723-52.9% | $139,487-49.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.87% | 166.82%-158.0pp | 134.50%-125.6pp | 373.84%-365.0pp |
| Employer contribution / active EE | $2,079 | $5,478-62.1% | $4,821-56.9% | $4,755-56.3% |
| Participant deferral / active EE | $4,551 | $6,522-30.2% | $5,682-19.9% | $6,713-32.2% |
| Admin fee / account holder | $593 | $16,158-96.3% | $13,215-95.5% | $11,407-94.8% |