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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 | $64,805 | $53,063+22.1% | $124,206-47.8% | $82,637-21.6% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.34% | 68.87%-56.5pp | 515.27%-502.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $6,227 | $1,530+306.9% | $3,540+75.9% | $2,552+144.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,762 | $4,281-35.5% | $5,929-53.4% | $7,339-62.4% |