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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 | $53,897 | $165,939-67.5% | $122,354-55.9% | $147,586-63.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 6.67% | 34.56%-27.9pp | 30.28%-23.6pp | 578.59%-571.9pp |
| Employer contribution / active EE | $2,515 | $5,754-56.3% | $4,051-37.9% | $4,876-48.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,604 | $7,425-64.9% | $5,479-52.5% | $10,886-76.1% |