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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 | $52,921 | $96,678-45.3% | $86,640-38.9% | $139,466-62.1% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 9.55% | 106.69%-97.1pp | 592.52%-583.0pp | 373.66%-364.1pp |
| Employer contribution / active EE | $2,289 | $3,265-29.9% | $3,024-24.3% | $4,754-51.8% |
| Participant deferral / active EE | $2,677 | $4,837-44.7% | $4,438-39.7% | $6,712-60.1% |
| Admin fee / account holder | $43,714 | $6,410+582.0% | $5,616+678.4% | $11,409+283.2% |