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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 | $39,059 | $102,595-61.9% | $94,057-58.5% | $154,746-74.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.28% | 583.42%-573.1pp | 480.62%-470.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,963 | $3,147-37.6% | $2,933-33.1% | $4,379-55.2% |
| Participant deferral / active EE | $11,441 | $5,118+123.5% | $4,709+142.9% | $6,730+70.0% |
| Admin fee / account holder | $23,749 | $7,736+207.0% | $7,244+227.8% | $14,365+65.3% |