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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 | $29,465 | $112,933-73.9% | $90,970-67.6% | $158,982-81.5% |
| Participation rate | 91.3% | 74.7%+16.6pp | 69.0%+22.3pp | 82.0%+9.3pp |
| Annual return | 3.58% | 215.82%-212.2pp | 134.60%-131.0pp | 302.99%-299.4pp |
| Employer contribution / active EE | $4,619 | $2,893+59.7% | $2,122+117.7% | $4,763-3.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $823 | $8,047-89.8% | $5,961-86.2% | $11,252-92.7% |