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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 | $23,362 | $49,976-53.3% | $66,674-65.0% | $82,637-71.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 8.97% | 39.09%-30.1pp | 321.24%-312.3pp | 53.51%-44.5pp |
| Employer contribution / active EE | $3,210 | $1,988+61.4% | $2,620+22.5% | $2,552+25.8% |
| Participant deferral / active EE | $1,015 | $2,847-64.3% | $4,084-75.1% | $4,126-75.4% |
| Admin fee / account holder | $10,158 | $4,594+121.1% | $5,098+99.3% | $7,339+38.4% |