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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 | $25,729 | $108,882-76.4% | $96,754-73.4% | $154,746-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.78% | 98.39%-89.6pp | 82.04%-73.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $4,388 | $3,018+45.4% | $2,679+63.8% | $4,379+0.2% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,973 | $10,200-2.2% | $8,905+12.0% | $14,365-30.6% |