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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 | $24,902 | $73,518-66.1% | $63,003-60.5% | $147,585-83.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.66% | 175.46%-166.8pp | 87.59%-78.9pp | 578.57%-569.9pp |
| Employer contribution / active EE | $1,870 | $3,322-43.7% | $2,760-32.3% | $4,876-61.7% |
| Participant deferral / active EE | $3,214 | $4,183-23.2% | $3,329-3.5% | $5,439-40.9% |
| Admin fee / account holder | $1,244 | $5,952-79.1% | $3,600-65.5% | $10,885-88.6% |