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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 | $74,011 | $106,008-30.2% | $92,240-19.8% | $147,586-49.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.25% | 50.05%-43.8pp | 176.29%-170.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $5,294 | $4,333+22.2% | $3,680+43.9% | $4,876+8.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,212 | $6,333-33.5% | $5,194-18.9% | $10,886-61.3% |