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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 | $24,688 | $99,995-75.3% | $85,063-71.0% | $145,978-83.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.47% | 83.99%-79.5pp | 66.54%-62.1pp | 550.52%-546.0pp |
| Employer contribution / active EE | $1,089 | $3,231-66.3% | $2,727-60.1% | $4,662-76.6% |
| Participant deferral / active EE | $4,778 | $5,295-9.8% | $4,523+5.6% | $6,690-28.6% |
| Admin fee / account holder | $27,633 | $7,255+280.9% | $6,155+348.9% | $13,400+106.2% |