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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 | $41,101 | $57,285-28.3% | $86,605-52.5% | $75,173-45.3% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 1.81% | 2671.04%-2669.2pp | 591.39%-589.6pp | 160.65%-158.8pp |
| Employer contribution / active EE | $5,723 | $2,315+147.3% | $3,023+89.3% | $2,670+114.3% |
| Participant deferral / active EE | $5,277 | $3,318+59.0% | $4,438+18.9% | $4,126+27.9% |
| Admin fee / account holder | $3,158 | $4,112-23.2% | $5,611-43.7% | $5,651-44.1% |