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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 | $48,807 | $52,353-6.8% | $120,225-59.4% | $82,448-40.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.31% | 61.85%-49.5pp | 439.23%-426.9pp | 41.64%-29.3pp |
| Employer contribution / active EE | $505 | $1,510-66.6% | $3,475-85.5% | $2,551-80.2% |
| Participant deferral / active EE | $2,024 | $2,627-23.0% | $3,999-49.4% | $4,139-51.1% |
| Admin fee / account holder | $2,961 | $4,363-32.1% | $5,696-48.0% | $7,234-59.1% |