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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 | $25,534 | $100,203-74.5% | $85,240-70.0% | $145,897-82.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.78% | 84.28%-79.5pp | 66.75%-62.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $1,571 | $3,242-51.5% | $2,735-42.6% | $4,663-66.3% |
| Participant deferral / active EE | $1,964 | $5,299-62.9% | $4,527-56.6% | $6,689-70.6% |
| Admin fee / account holder | $705 | $7,265-90.3% | $6,165-88.6% | $13,390-94.7% |