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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 | $24,890 | $226,135-89.0% | $182,558-86.4% | $152,909-83.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.62% | 192.60%-191.0pp | 148.59%-147.0pp | 345.46%-343.8pp |
| Employer contribution / active EE | $2,321 | $4,979-53.4% | $4,076-43.1% | $4,764-51.3% |
| Participant deferral / active EE | $1,976 | $6,371-69.0% | $5,526-64.2% | $5,851-66.2% |
| Admin fee / account holder | $472 | $10,707-95.6% | $8,594-94.5% | $11,601-95.9% |