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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 | $64,945 | $129,737-49.9% | $119,126-45.5% | $154,746-58.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.63% | 379.08%-369.5pp | 282.11%-272.5pp | 172.34%-162.7pp |
| Employer contribution / active EE | $8,695 | $4,375+98.8% | $4,034+115.6% | $4,379+98.6% |
| Participant deferral / active EE | $3,062 | $5,842-47.6% | $5,318-42.4% | $6,730-54.5% |
| Admin fee / account holder | $678 | $11,961-94.3% | $10,693-93.7% | $14,365-95.3% |