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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 | $32,932 | $72,071-54.3% | $68,368-51.8% | $137,256-76.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.11% | 353.14%-343.0pp | 292.57%-282.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,258 | $2,788+16.9% | $2,649+23.0% | $4,156-21.6% |
| Participant deferral / active EE | $2,120 | $4,410-51.9% | $4,123-48.6% | $6,407-66.9% |
| Admin fee / account holder | $51,443 | $5,336+864.2% | $5,150+898.9% | $12,270+319.3% |