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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 | $31,730 | $183,539-82.7% | $155,556-79.6% | $145,897-78.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.64% | 61.31%-56.7pp | 64.84%-60.2pp | 552.29%-547.7pp |
| Employer contribution / active EE | $3,389 | $5,315-36.2% | $4,675-27.5% | $4,663-27.3% |
| Participant deferral / active EE | $6,907 | $6,467+6.8% | $5,631+22.7% | $6,689+3.3% |
| Admin fee / account holder | $1,229 | $19,275-93.6% | $15,885-92.3% | $13,390-90.8% |