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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 | $28,021 | $57,305-51.1% | $86,640-67.7% | $75,173-62.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.26% | 2674.24%-2662.0pp | 592.52%-580.3pp | 160.72%-148.5pp |
| Employer contribution / active EE | $4,811 | $2,316+107.7% | $3,024+59.1% | $2,671+80.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $991 | $4,116-75.9% | $5,616-82.3% | $5,651-82.5% |