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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 | $41,328 | $105,210-60.7% | $159,487-74.1% | $85,851-51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.76% | 45.08%-33.3pp | 263.71%-251.9pp | 318.63%-306.9pp |
| Employer contribution / active EE | $2,682 | $3,319-19.2% | $4,831-44.5% | $2,565+4.5% |
| Participant deferral / active EE | $5,853 | $5,946-1.6% | $7,354-20.4% | $3,952+48.1% |
| Admin fee / account holder | $10,763 | $6,934+55.2% | $10,804-0.4% | $6,261+71.9% |