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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 | $65,805 | $111,830-41.2% | $93,696-29.8% | $145,884-54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.42% | 204.08%-196.7pp | 133.74%-126.3pp | 551.85%-544.4pp |
| Employer contribution / active EE | $4,323 | $3,093+39.8% | $2,422+78.5% | $4,662-7.3% |
| Participant deferral / active EE | $4,600 | $4,920-6.5% | $4,417+4.1% | $6,690-31.2% |
| Admin fee / account holder | $396 | $10,249-96.1% | $8,287-95.2% | $13,392-97.0% |