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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 | $44,164 | $73,518-39.9% | $63,003-29.9% | $147,585-70.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.19% | 175.46%-167.3pp | 87.59%-79.4pp | 578.57%-570.4pp |
| Employer contribution / active EE | $2,834 | $3,322-14.7% | $2,760+2.7% | $4,876-41.9% |
| Participant deferral / active EE | $2,287 | $4,183-45.3% | $3,329-31.3% | $5,439-57.9% |
| Admin fee / account holder | $8,933 | $5,952+50.1% | $3,600+148.1% | $10,885-17.9% |