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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 | $30,652 | $118,869-74.2% | $96,575-68.3% | $167,518-81.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.64% | 50.49%-47.9pp | 37.79%-35.1pp | 478.71%-476.1pp |
| Employer contribution / active EE | $7,985 | $3,120+155.9% | $2,357+238.8% | $4,838+65.0% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $409 | $8,067-94.9% | $6,182-93.4% | $12,312-96.7% |