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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 | $52,341 | $114,119-54.1% | $107,187-51.2% | $138,895-62.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 3.79% | 273.21%-269.4pp | 204.55%-200.8pp | 145.39%-141.6pp |
| Employer contribution / active EE | $1,978 | $4,059-51.3% | $3,782-47.7% | $4,194-52.9% |
| Participant deferral / active EE | $3,480 | $5,538-37.2% | $5,096-31.7% | $6,396-45.6% |
| Admin fee / account holder | $79,260 | $10,024+690.7% | $9,162+765.1% | $12,562+530.9% |