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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 | $21,986 | $111,785-80.3% | $93,669-76.5% | $145,877-84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.35% | 203.79%-200.4pp | 133.59%-130.2pp | 551.28%-547.9pp |
| Employer contribution / active EE | $2,373 | $3,096-23.3% | $2,424-2.1% | $4,663-49.1% |
| Participant deferral / active EE | $2,946 | $4,919-40.1% | $4,416-33.3% | $6,691-56.0% |
| Admin fee / account holder | $820 | $10,256-92.0% | $8,291-90.1% | $13,402-93.9% |