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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 | $57,330-28.3% | $86,656-52.6% | $75,177-45.3% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 1.81% | 2675.40%-2673.6pp | 593.09%-591.3pp | 160.75%-158.9pp |
| Employer contribution / active EE | $5,723 | $2,316+147.1% | $3,025+89.2% | $2,671+114.3% |
| Participant deferral / active EE | $5,277 | $3,320+58.9% | $4,439+18.9% | $4,126+27.9% |
| Admin fee / account holder | $3,158 | $4,115-23.2% | $5,619-43.8% | $5,651-44.1% |