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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 | $30,564 | $209,422-85.4% | $178,503-82.9% | $158,982-80.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.68% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $3,660 | $5,707-35.9% | $5,011-27.0% | $4,763-23.2% |
| Participant deferral / active EE | $2,956 | $5,955-50.4% | $5,202-43.2% | $5,983-50.6% |
| Admin fee / account holder | $16,865 | $17,079-1.3% | $13,987+20.6% | $11,252+49.9% |