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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 | $24,383 | $125,237-80.5% | $105,608-76.9% | $145,877-83.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 3.00% | 225.76%-222.8pp | 116.50%-113.5pp | 551.28%-548.3pp |
| Employer contribution / active EE | $4,673 | $3,720+25.6% | $3,167+47.6% | $4,663+0.2% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,436 | $17,287-28.1% | $11,028+12.8% | $13,402-7.2% |