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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 | $28,673 | $60,139-52.3% | $90,461-68.3% | $79,856-64.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.61% | 71.96%-66.4pp | 1294.76%-1289.2pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,997 | $2,069-3.5% | $3,264-38.8% | $2,471-19.2% |
| Participant deferral / active EE | $2,589 | $2,939-11.9% | $3,964-34.7% | $3,741-30.8% |
| Admin fee / account holder | $6,370 | $3,978+60.1% | $5,617+13.4% | $5,306+20.0% |