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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 | $31,803 | $119,143-73.3% | $88,632-64.1% | $152,909-79.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 2.46% | 48.12%-45.7pp | 43.75%-41.3pp | 345.46%-343.0pp |
| Employer contribution / active EE | $7,292 | $2,675+172.6% | $2,101+247.1% | $4,764+53.1% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,600 | $5,875-72.8% | $4,308-62.9% | $11,601-86.2% |