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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 | $40,398 | $68,097-40.7% | $62,929-35.8% | $137,256-70.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.93% | 1859.11%-1848.2pp | 1063.93%-1053.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $858 | $4,553-81.1% | $3,888-77.9% | $6,407-86.6% |
| Admin fee / account holder | $5,660 | $6,521-13.2% | $5,065+11.8% | $12,270-53.9% |