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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 | $36,098 | $73,518-50.9% | $63,003-42.7% | $147,585-75.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.33% | 175.46%-169.1pp | 87.59%-81.3pp | 578.57%-572.2pp |
| Employer contribution / active EE | $6,105 | $3,322+83.8% | $2,760+121.2% | $4,876+25.2% |
| Participant deferral / active EE | $4,183 | $4,1830% | $3,329+25.7% | $5,439-23.1% |
| Admin fee / account holder | $2,616 | $5,952-56.1% | $3,600-27.3% | $10,885-76.0% |