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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 | $50,330 | $175,257-71.3% | $149,717-66.4% | $139,456-63.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.59% | 166.70%-159.1pp | 134.41%-126.8pp | 373.45%-365.9pp |
| Employer contribution / active EE | $1,861 | $5,477-66.0% | $4,820-61.4% | $4,753-60.8% |
| Participant deferral / active EE | $2,447 | $6,521-62.5% | $5,682-56.9% | $6,711-63.5% |
| Admin fee / account holder | $5,281 | $16,156-67.3% | $13,213-60.0% | $11,407-53.7% |