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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 | $42,587 | $114,093-62.7% | $96,171-55.7% | $167,536-74.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 2.04% | 190.00%-188.0pp | 192.04%-190.0pp | 478.82%-476.8pp |
| Employer contribution / active EE | $3,711 | $3,429+8.2% | $2,799+32.6% | $4,839-23.3% |
| Participant deferral / active EE | $5,567 | $5,197+7.1% | $4,350+28.0% | $6,342-12.2% |
| Admin fee / account holder | $5,628 | $6,899-18.4% | $5,538+1.6% | $12,315-54.3% |