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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 | $51,899 | $99,009-47.6% | $86,581-40.1% | $147,585-64.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.70% | 1312.70%-1305.0pp | 965.06%-957.4pp | 578.58%-570.9pp |
| Employer contribution / active EE | $1,342 | $3,132-57.2% | $2,840-52.8% | $4,876-72.5% |
| Participant deferral / active EE | $764 | $3,972-80.8% | $3,609-78.8% | $5,439-86.0% |
| Admin fee / account holder | $11,256 | $5,709+97.2% | $4,904+129.5% | $10,886+3.4% |