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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 | $72,753 | $226,090-67.8% | $182,531-60.1% | $152,885-52.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 3.43% | 192.57%-189.1pp | 148.57%-145.1pp | 345.39%-342.0pp |
| Employer contribution / active EE | $1,928 | $4,978-61.3% | $4,075-52.7% | $4,763-59.5% |
| Participant deferral / active EE | $1,231 | $6,369-80.7% | $5,525-77.7% | $5,851-79.0% |
| Admin fee / account holder | $3,123 | $10,705-70.8% | $8,593-63.7% | $11,598-73.1% |