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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 | $42,414 | $58,311-27.3% | $81,882-48.2% | $80,959-47.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 8.34% | 41.85%-33.5pp | 779.47%-771.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $4,807 | $2,347+104.8% | $2,916+64.8% | $2,757+74.3% |
| Participant deferral / active EE | $6,835 | $3,287+107.9% | $4,323+58.1% | $4,300+58.9% |
| Admin fee / account holder | $500 | $4,752-89.5% | $7,360-93.2% | $6,925-92.8% |