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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 | $55,822 | $111,535-50.0% | $105,223-46.9% | $137,256-59.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.02% | 237.85%-230.8pp | 180.65%-173.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $2,917 | $3,939-26.0% | $3,689-20.9% | $4,156-29.8% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $87,286 | $9,721+797.9% | $8,859+885.3% | $12,270+611.4% |