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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 | $28,554 | $102,638-72.2% | $81,982-65.2% | $158,982-82.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.41% | 61.05%-60.6pp | 41.31%-40.9pp | 302.99%-302.6pp |
| Employer contribution / active EE | $3,912 | $3,241+20.7% | $2,498+56.6% | $4,763-17.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $673 | $8,237-91.8% | $5,665-88.1% | $11,252-94.0% |