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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 | $62,029 | $96,643-35.8% | $86,617-28.4% | $139,456-55.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.12% | 106.57%-102.5pp | 591.91%-587.8pp | 373.45%-369.3pp |
| Employer contribution / active EE | $7,046 | $3,264+115.8% | $3,023+133.0% | $4,753+48.2% |
| Participant deferral / active EE | $1,215 | $4,835-74.9% | $4,437-72.6% | $6,711-81.9% |
| Admin fee / account holder | $13,516 | $6,406+111.0% | $5,613+140.8% | $11,407+18.5% |