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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 | $32,478 | $149,040-78.2% | $120,225-73.0% | $137,256-76.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.42% | 605.68%-596.3pp | 439.23%-429.8pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,837 | $4,350-57.8% | $3,475-47.1% | $4,156-55.8% |
| Participant deferral / active EE | $707 | $4,655-84.8% | $3,999-82.3% | $6,407-89.0% |
| Admin fee / account holder | $10,788 | $6,348+69.9% | $5,696+89.4% | $12,270-12.1% |