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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 | $29,089 | $68,097-57.3% | $62,929-53.8% | $137,256-78.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.71% | 1859.11%-1850.4pp | 1063.93%-1055.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,693 | $2,811-4.2% | $2,505+7.5% | $4,156-35.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,506 | $6,521-76.9% | $5,065-70.3% | $12,270-87.7% |