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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 | $26,516 | $65,555-59.6% | $86,216-69.2% | $75,173-64.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 6.35% | 46.07%-39.7pp | 1169.42%-1163.1pp | 160.72%-154.4pp |
| Employer contribution / active EE | $1,339 | $1,553-13.8% | $2,382-43.8% | $2,671-49.9% |
| Participant deferral / active EE | $2,057 | $3,023-32.0% | $3,986-48.4% | $4,126-50.1% |
| Admin fee / account holder | $14,602 | $5,469+167.0% | $6,853+113.1% | $5,651+158.4% |