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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 | $48,406 | $49,164-1.5% | $121,169-60.1% | $75,181-35.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.64% | 56.03%-43.4pp | 986.71%-974.1pp | 160.69%-148.0pp |
| Employer contribution / active EE | $2,960 | $1,546+91.4% | $4,168-29.0% | $2,671+10.9% |
| Participant deferral / active EE | $1,713 | $2,628-34.8% | $4,083-58.0% | $4,126-58.5% |
| Admin fee / account holder | $2,006 | $3,942-49.1% | $5,645-64.5% | $5,650-64.5% |