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 | $56,702 | $171,867-67.0% | $149,721-62.1% | $147,587-61.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.93% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.60%-570.7pp |
| Employer contribution / active EE | $4,081 | $6,275-35.0% | $5,444-25.0% | $4,876-16.3% |
| Participant deferral / active EE | $3,516 | $7,270-51.6% | $6,568-46.5% | $5,439-35.3% |
| Admin fee / account holder | $2,742 | $13,799-80.1% | $11,282-75.7% | $10,886-74.8% |