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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 | $19,718 | $150,435-86.9% | $120,580-83.6% | $145,897-86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.61% | 154.60%-147.0pp | 107.48%-99.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,400 | $4,352-67.8% | $3,469-59.6% | $4,663-70.0% |
| Participant deferral / active EE | $11,386 | $6,174+84.4% | $4,995+127.9% | $6,689+70.2% |
| Admin fee / account holder | $1,117 | $12,182-90.8% | $9,418-88.1% | $13,390-91.7% |