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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 | $72,071-45.8% | $68,368-42.9% | $137,256-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.28% | 353.14%-342.9pp | 292.57%-282.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,963 | $2,788-29.6% | $2,649-25.9% | $4,156-52.8% |
| Participant deferral / active EE | $11,441 | $4,410+159.4% | $4,123+177.5% | $6,407+78.6% |
| Admin fee / account holder | $23,749 | $5,336+345.1% | $5,150+361.2% | $12,270+93.6% |