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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 | $92,577 | $100,060-7.5% | $149,721-38.2% | $70,126+32.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 4.96% | 27.46%-22.5pp | 1501.67%-1496.7pp | 73.15%-68.2pp |
| Employer contribution / active EE | $2,400 | $3,661-34.4% | $5,444-55.9% | $2,343+2.5% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,251 | $8,285-48.7% | $11,282-62.3% | $4,645-8.5% |