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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 | $66,968 | $114,093-41.3% | $96,171-30.4% | $167,536-60.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.39% | 190.00%-184.6pp | 192.04%-186.6pp | 478.82%-473.4pp |
| Employer contribution / active EE | $16,819 | $3,429+390.4% | $2,799+500.9% | $4,839+247.6% |
| Participant deferral / active EE | $7,441 | $5,197+43.2% | $4,350+71.1% | $6,342+17.3% |
| Admin fee / account holder | $757 | $6,899-89.0% | $5,538-86.3% | $12,315-93.9% |