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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 | $37,025 | $124,346-70.2% | $111,308-66.7% | $167,536-77.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.89% | 37.45%-28.6pp | 54.67%-45.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $8,901 | $3,437+159.0% | $2,732+225.8% | $4,839+83.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $406 | $10,621-96.2% | $7,965-94.9% | $12,315-96.7% |