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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 | $52,033 | $96,388-46.0% | $80,627-35.5% | $139,466-62.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.86% | 1352.08%-1346.2pp | 936.76%-930.9pp | 373.66%-367.8pp |
| Employer contribution / active EE | $7,338 | $3,260+125.1% | $2,723+169.5% | $4,754+54.4% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,079 | $6,603-38.2% | $5,381-24.2% | $11,409-64.3% |