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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 | $70,930 | $65,434+8.4% | $98,483-28.0% | $85,847-17.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.41% | 21.75%-13.3pp | 1494.38%-1486.0pp | 318.61%-310.2pp |
| Employer contribution / active EE | $7,855 | $2,169+262.2% | $2,961+165.3% | $2,565+206.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,369 | $4,595-26.7% | $5,953-43.4% | $6,261-46.2% |