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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 | $111,814-80.3% | $93,654-76.5% | $145,959-84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.35% | 203.30%-199.9pp | 133.34%-130.0pp | 561.95%-558.6pp |
| Employer contribution / active EE | $2,373 | $3,092-23.2% | $2,421-2.0% | $4,661-49.1% |
| Participant deferral / active EE | $2,946 | $4,914-40.1% | $4,413-33.2% | $6,689-56.0% |
| Admin fee / account holder | $820 | $10,246-92.0% | $8,282-90.1% | $13,398-93.9% |