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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 | $45,105 | $150,435-70.0% | $120,580-62.6% | $145,897-69.1% |
| Participation rate | 85.7% | 78.8%+6.9pp | 72.0%+13.8pp | 80.3%+5.4pp |
| Annual return | 3.32% | 154.60%-151.3pp | 107.48%-104.2pp | 552.29%-549.0pp |
| Employer contribution / active EE | $4,444 | $4,352+2.1% | $3,469+28.1% | $4,663-4.7% |
| Participant deferral / active EE | $5,201 | $6,174-15.8% | $4,995+4.1% | $6,689-22.2% |
| Admin fee / account holder | $100,553 | $12,182+725.4% | $9,418+967.6% | $13,390+650.9% |