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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 | $56,345 | $73,546-23.4% | $63,018-10.6% | $147,586-61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.37% | 175.56%-170.2pp | 87.62%-82.3pp | 578.59%-573.2pp |
| Employer contribution / active EE | $930 | $3,324-72.0% | $2,761-66.3% | $4,876-80.9% |
| Participant deferral / active EE | $930 | $4,185-77.8% | $3,330-72.1% | $5,439-82.9% |
| Admin fee / account holder | $12,968 | $5,956+117.7% | $3,601+260.1% | $10,886+19.1% |