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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 | $43,045 | $85,766-49.8% | $136,298-68.4% | $70,126-38.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.76% | 31.46%-18.7pp | 5156.27%-5143.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,372 | $2,966-53.7% | $4,696-70.8% | $2,343-41.4% |
| Participant deferral / active EE | $4,789 | $5,051-5.2% | $6,247-23.3% | $3,332+43.7% |
| Admin fee / account holder | $3,912 | $5,421-27.8% | $9,244-57.7% | $4,645-15.8% |