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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 | $26,828 | $68,097-60.6% | $62,929-57.4% | $137,256-80.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.28% | 1859.11%-1849.8pp | 1063.93%-1054.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $5,215 | $2,811+85.5% | $2,505+108.2% | $4,156+25.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,414 | $6,521-17.0% | $5,065+6.9% | $12,270-55.9% |