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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 | $51,275 | $28,624+79.1% | $53,647-4.4% | $82,637-38.0% |
| Participation rate | 98.1% | 47.3%+50.8pp | 56.3%+41.8pp | 68.1%+30.1pp |
| Annual return | 8.05% | 664.98%-656.9pp | 358.33%-350.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $1,811 | $637+184.5% | $962+88.3% | $2,552-29.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,234 | $2,022+851.4% | $2,460+681.9% | $7,339+162.1% |