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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 | $25,082 | $114,130-78.0% | $96,192-73.9% | $167,553-85.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.12% | 190.07%-185.0pp | 192.09%-187.0pp | 478.89%-473.8pp |
| Employer contribution / active EE | $5,401 | $3,431+57.4% | $2,799+92.9% | $4,840+11.6% |
| Participant deferral / active EE | $3,507 | $5,198-32.5% | $4,351-19.4% | $6,343-44.7% |
| Admin fee / account holder | $327 | $6,901-95.3% | $5,539-94.1% | $12,316-97.3% |