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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 | $65,423+8.4% | $98,477-28.0% | $85,856-17.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.41% | 21.76%-13.3pp | 1493.59%-1485.2pp | 318.58%-310.2pp |
| Employer contribution / active EE | $7,855 | $2,168+262.3% | $2,961+165.3% | $2,565+206.2% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,369 | $4,594-26.7% | $5,951-43.4% | $6,261-46.2% |