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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 | $21,950 | $90,691-75.8% | $76,119-71.2% | $145,884-85.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.59% | 624.52%-619.9pp | 361.25%-356.7pp | 551.85%-547.3pp |
| Employer contribution / active EE | $2,494 | $3,329-25.1% | $2,693-7.4% | $4,662-46.5% |
| Participant deferral / active EE | $4,280 | $5,167-17.2% | $4,259+0.5% | $6,690-36.0% |
| Admin fee / account holder | $22,489 | $8,383+168.3% | $6,421+250.2% | $13,392+67.9% |