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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 | $60,205 | $112,933-46.7% | $90,970-33.8% | $158,982-62.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.16% | 215.82%-213.7pp | 134.60%-132.4pp | 302.99%-300.8pp |
| Employer contribution / active EE | $2,429 | $2,893-16.1% | $2,122+14.5% | $4,763-49.0% |
| Participant deferral / active EE | $13,000 | $4,128+214.9% | $3,373+285.4% | $5,983+117.3% |
| Admin fee / account holder | $1,779 | $8,047-77.9% | $5,961-70.2% | $11,252-84.2% |