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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 | $73,476 | $102,393-28.2% | $147,041-50.0% | $80,911-9.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 4.84% | 134.95%-130.1pp | 419.21%-414.4pp | 35.63%-30.8pp |
| Employer contribution / active EE | $4,862 | $3,715+30.9% | $4,935-1.5% | $2,756+76.4% |
| Participant deferral / active EE | $3,117 | $6,647-53.1% | $8,071-61.4% | $4,297-27.5% |
| Admin fee / account holder | $1,954 | $7,943-75.4% | $13,006-85.0% | $6,935-71.8% |