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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 | $42,218 | $108,911-61.2% | $100,392-57.9% | $145,884-71.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.33% | 58.23%-51.9pp | 49.45%-43.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $2,104 | $4,420-52.4% | $3,941-46.6% | $4,662-54.9% |
| Participant deferral / active EE | $2,580 | $8,459-69.5% | $8,090-68.1% | $6,690-61.4% |
| Admin fee / account holder | $1,044 | $9,698-89.2% | $7,904-86.8% | $13,392-92.2% |