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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 | $50,228 | $107,941-53.5% | $91,994-45.4% | $152,909-67.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 4.83% | 89.28%-84.5pp | 69.04%-64.2pp | 345.46%-340.6pp |
| Employer contribution / active EE | $2,420 | $4,212-42.6% | $3,453-29.9% | $4,764-49.2% |
| Participant deferral / active EE | $3,414 | $6,366-46.4% | $5,924-42.4% | $5,851-41.7% |
| Admin fee / account holder | $2,689 | $10,521-74.4% | $7,744-65.3% | $11,601-76.8% |