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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 | $29,578 | $160,028-81.5% | $147,080-79.9% | $145,884-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.58% | 98.60%-91.0pp | 420.17%-412.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $4,029 | $5,286-23.8% | $4,933-18.3% | $4,662-13.6% |
| Participant deferral / active EE | $8,392 | $8,422-0.4% | $8,066+4.0% | $6,690+25.4% |
| Admin fee / account holder | $8,255 | $15,030-45.1% | $12,989-36.4% | $13,392-38.4% |