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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 | $24,785 | $72,071-65.6% | $68,368-63.7% | $137,256-81.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.70% | 353.14%-346.4pp | 292.57%-285.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $5,267 | $2,788+88.9% | $2,649+98.8% | $4,156+26.7% |
| Participant deferral / active EE | $5,606 | $4,410+27.1% | $4,123+36.0% | $6,407-12.5% |
| Admin fee / account holder | $2,757 | $5,336-48.3% | $5,150-46.5% | $12,270-77.5% |