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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 | $64,172 | $102,393-37.3% | $147,041-56.4% | $80,911-20.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.42% | 134.95%-126.5pp | 419.21%-410.8pp | 35.63%-27.2pp |
| Employer contribution / active EE | $6,821 | $3,715+83.6% | $4,935+38.2% | $2,756+147.5% |
| Participant deferral / active EE | $11,771 | $6,647+77.1% | $8,071+45.8% | $4,297+173.9% |
| Admin fee / account holder | $2,391 | $7,943-69.9% | $13,006-81.6% | $6,935-65.5% |