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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 | $100,826 | $60,119+67.7% | $90,430+11.5% | $79,858+26.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.28% | 71.94%-68.7pp | 1293.73%-1290.5pp | 31.72%-28.4pp |
| Employer contribution / active EE | $2,069 | $2,068+0.1% | $3,262-36.6% | $2,471-16.2% |
| Participant deferral / active EE | $4,171 | $2,938+42.0% | $3,963+5.3% | $3,740+11.5% |
| Admin fee / account holder | $2,713 | $3,976-31.8% | $5,613-51.7% | $5,306-48.9% |