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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 | $51,272 | $68,398-25.0% | $94,664-45.8% | $75,173-31.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.07% | 616.72%-603.7pp | 156.84%-143.8pp | 160.72%-147.7pp |
| Employer contribution / active EE | $4,266 | $2,701+57.9% | $3,673+16.1% | $2,671+59.7% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $654 | $5,324-87.7% | $7,222-90.9% | $5,651-88.4% |