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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 | $55,249 | $34,316+61.0% | $74,723-26.1% | $72,976-24.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 10.45% | 26.58%-16.1pp | 753.18%-742.7pp | 81.02%-70.6pp |
| Employer contribution / active EE | $5,086 | $692+635.1% | $1,084+369.1% | $2,440+108.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $608 | $2,125-71.4% | $3,335-81.8% | $5,124-88.1% |