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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 | $39,830 | $110,039-63.8% | $97,260-59.0% | $145,884-72.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.03% | 244.44%-237.4pp | 75.54%-68.5pp | 551.85%-544.8pp |
| Employer contribution / active EE | $2,264 | $3,074-26.4% | $2,721-16.8% | $4,662-51.4% |
| Participant deferral / active EE | $8,913 | $4,674+90.7% | $4,262+109.1% | $6,690+33.2% |
| Admin fee / account holder | $467 | $6,204-92.5% | $5,640-91.7% | $13,392-96.5% |