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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 | $45,503 | $102,382-55.6% | $147,005-69.0% | $80,874-43.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 4.74% | 134.89%-130.1pp | 418.76%-414.0pp | 35.62%-30.9pp |
| Employer contribution / active EE | $10,190 | $3,715+174.3% | $4,934+106.5% | $2,756+269.8% |
| Participant deferral / active EE | $5,235 | $6,646-21.2% | $8,070-35.1% | $4,297+21.8% |
| Admin fee / account holder | $1,123 | $7,942-85.9% | $13,006-91.4% | $6,935-83.8% |