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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 | $114,047-78.0% | $96,144-73.9% | $167,497-85.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.12% | 189.89%-184.8pp | 191.96%-186.8pp | 478.62%-473.5pp |
| Employer contribution / active EE | $5,401 | $3,427+57.6% | $2,797+93.1% | $4,838+11.7% |
| Participant deferral / active EE | $3,507 | $5,194-32.5% | $4,349-19.4% | $6,341-44.7% |
| Admin fee / account holder | $327 | $6,897-95.3% | $5,537-94.1% | $12,310-97.3% |