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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 | $58,258-27.2% | $81,820-48.2% | $80,925-47.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 8.34% | 41.76%-33.4pp | 777.93%-769.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $4,807 | $2,345+105.0% | $2,915+64.9% | $2,756+74.4% |
| Participant deferral / active EE | $6,835 | $3,284+108.2% | $4,323+58.1% | $4,299+59.0% |
| Admin fee / account holder | $500 | $4,976-90.0% | $7,391-93.2% | $6,940-92.8% |