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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 | $57,279 | $99,652-42.5% | $78,778-27.3% | $147,586-61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.17% | 47.28%-45.1pp | 35.62%-33.4pp | 578.59%-576.4pp |
| Employer contribution / active EE | $4,638 | $2,796+65.9% | $1,986+133.6% | $4,876-4.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,685 | $7,155-76.5% | $5,134-67.2% | $10,886-84.5% |