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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 | $62,819 | $110,801-43.3% | $86,868-27.7% | $167,518-62.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 4.79% | 117.00%-112.2pp | 63.53%-58.7pp | 478.71%-473.9pp |
| Employer contribution / active EE | $4,000 | $3,245+23.3% | $2,496+60.3% | $4,838-17.3% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $472 | $8,417-94.4% | $5,829-91.9% | $12,312-96.2% |