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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 | $25,621 | $103,392-75.2% | $87,104-70.6% | $152,897-83.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 7.71% | 28.10%-20.4pp | 28.19%-20.5pp | 345.43%-337.7pp |
| Employer contribution / active EE | $2,857 | $3,221-11.3% | $2,521+13.3% | $4,764-40.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $388 | $12,194-96.8% | $7,491-94.8% | $11,599-96.7% |