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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 | $35,096 | $106,008-66.9% | $92,240-62.0% | $147,586-76.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.49% | 50.05%-42.6pp | 176.29%-168.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $2,000 | $4,333-53.8% | $3,680-45.6% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $533 | $6,333-91.6% | $5,194-89.7% | $10,886-95.1% |