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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 | $63,743 | $60,128+6.0% | $90,440-29.5% | $79,852-20.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.53% | 71.95%-67.4pp | 1294.38%-1289.8pp | 31.72%-27.2pp |
| Employer contribution / active EE | $3,169 | $2,068+53.2% | $3,263-2.9% | $2,471+28.2% |
| Participant deferral / active EE | $4,363 | $2,939+48.5% | $3,964+10.1% | $3,740+16.7% |
| Admin fee / account holder | $2,290 | $3,977-42.4% | $5,615-59.2% | $5,306-56.8% |