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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 | $37,753 | $107,941-65.0% | $91,994-59.0% | $152,909-75.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 4.92% | 89.28%-84.4pp | 69.04%-64.1pp | 345.46%-340.5pp |
| Employer contribution / active EE | $2,475 | $4,212-41.2% | $3,453-28.3% | $4,764-48.1% |
| Participant deferral / active EE | $4,651 | $6,366-26.9% | $5,924-21.5% | $5,851-20.5% |
| Admin fee / account holder | $6,147 | $10,521-41.6% | $7,744-20.6% | $11,601-47.0% |