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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 | $154,754-79.0% | $124,206-73.9% | $138,895-76.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.42% | 709.28%-699.9pp | 515.27%-505.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,837 | $4,446-58.7% | $3,540-48.1% | $4,194-56.2% |
| Participant deferral / active EE | $707 | $4,621-84.7% | $3,968-82.2% | $6,396-89.0% |
| Admin fee / account holder | $10,788 | $6,690+61.3% | $5,929+82.0% | $12,562-14.1% |