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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 | $64,673 | $160,040-59.6% | $147,096-56.0% | $145,877-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.12% | 98.49%-92.4pp | 419.75%-413.6pp | 551.28%-545.2pp |
| Employer contribution / active EE | $2,006 | $5,289-62.1% | $4,936-59.4% | $4,663-57.0% |
| Participant deferral / active EE | $5,808 | $8,429-31.1% | $8,071-28.0% | $6,691-13.2% |
| Admin fee / account holder | $1,640 | $15,050-89.1% | $13,005-87.4% | $13,402-87.8% |