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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 | $40,292 | $118,708-66.1% | $98,920-59.3% | $158,982-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 2.16% | 372.49%-370.3pp | 196.47%-194.3pp | 302.99%-300.8pp |
| Employer contribution / active EE | $4,505 | $3,334+35.1% | $2,689+67.5% | $4,763-5.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,573 | $10,134-74.6% | $6,643-61.3% | $11,252-77.1% |