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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 | $31,030 | $65,555-52.7% | $86,216-64.0% | $75,173-58.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.15% | 46.07%-34.9pp | 1169.42%-1158.3pp | 160.72%-149.6pp |
| Employer contribution / active EE | $2,983 | $1,553+92.1% | $2,382+25.3% | $2,671+11.7% |
| Participant deferral / active EE | $4,249 | $3,023+40.6% | $3,986+6.6% | $4,126+3.0% |
| Admin fee / account holder | $4,202 | $5,469-23.2% | $6,853-38.7% | $5,651-25.6% |