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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 | $22,450 | $110,039-79.6% | $97,260-76.9% | $145,884-84.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.17% | 244.44%-241.3pp | 75.54%-72.4pp | 551.85%-548.7pp |
| Employer contribution / active EE | $2,250 | $3,074-26.8% | $2,721-17.3% | $4,662-51.7% |
| Participant deferral / active EE | $6,250 | $4,674+33.7% | $4,262+46.7% | $6,690-6.6% |
| Admin fee / account holder | $15,071 | $6,204+142.9% | $5,640+167.2% | $13,392+12.5% |