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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 | $62,091 | $111,878-44.5% | $93,727-33.8% | $145,897-57.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.99% | 204.28%-199.3pp | 133.83%-128.8pp | 552.29%-547.3pp |
| Employer contribution / active EE | $2,936 | $3,092-5.1% | $2,421+21.2% | $4,663-37.0% |
| Participant deferral / active EE | $6,440 | $4,920+30.9% | $4,417+45.8% | $6,689-3.7% |
| Admin fee / account holder | $338 | $10,256-96.7% | $8,292-95.9% | $13,390-97.5% |