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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 | $67,148 | $176,120-61.9% | $159,487-57.9% | $167,553-59.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.66% | 331.95%-323.3pp | 263.71%-255.0pp | 478.89%-470.2pp |
| Employer contribution / active EE | $6,493 | $5,299+22.5% | $4,831+34.4% | $4,840+34.2% |
| Participant deferral / active EE | $15,100 | $7,752+94.8% | $7,354+105.3% | $6,343+138.1% |
| Admin fee / account holder | $6,765 | $12,561-46.1% | $10,804-37.4% | $12,316-45.1% |