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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 | $54,600 | $106,008-48.5% | $92,240-40.8% | $147,586-63.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.79% | 50.05%-41.3pp | 176.29%-167.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $3,514 | $4,333-18.9% | $3,680-4.5% | $4,876-27.9% |
| Participant deferral / active EE | $6,489 | $4,478+44.9% | $3,897+66.5% | $5,439+19.3% |
| Admin fee / account holder | $637 | $6,333-89.9% | $5,194-87.7% | $10,886-94.1% |