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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 | $73,546-50.9% | $63,018-42.7% | $147,586-75.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.33% | 175.56%-169.2pp | 87.62%-81.3pp | 578.59%-572.3pp |
| Employer contribution / active EE | $6,105 | $3,324+83.7% | $2,761+121.1% | $4,876+25.2% |
| Participant deferral / active EE | $4,183 | $4,1850% | $3,330+25.6% | $5,439-23.1% |
| Admin fee / account holder | $2,616 | $5,956-56.1% | $3,601-27.4% | $10,886-76.0% |