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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 | $27,356 | $99,652-72.5% | $78,778-65.3% | $147,586-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.33% | 47.28%-41.0pp | 35.62%-29.3pp | 578.59%-572.3pp |
| Employer contribution / active EE | $1,126 | $2,796-59.7% | $1,986-43.3% | $4,876-76.9% |
| Participant deferral / active EE | $4,983 | $3,664+36.0% | $2,958+68.4% | $5,439-8.4% |
| Admin fee / account holder | $15,304 | $7,155+113.9% | $5,134+198.1% | $10,886+40.6% |