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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 | $28,999 | $60,119-51.8% | $90,414-67.9% | $79,860-63.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.76% | 71.94%-66.2pp | 1293.19%-1287.4pp | 31.72%-26.0pp |
| Employer contribution / active EE | $4,402 | $2,068+112.9% | $3,262+34.9% | $2,471+78.1% |
| Participant deferral / active EE | $4,486 | $2,938+52.7% | $3,963+13.2% | $3,740+19.9% |
| Admin fee / account holder | $3,342 | $3,976-16.0% | $5,611-40.4% | $5,306-37.0% |