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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 | $51,839 | $100,938-48.6% | $90,461-42.7% | $158,982-67.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.17% | 1727.20%-1724.0pp | 1294.76%-1291.6pp | 302.99%-299.8pp |
| Employer contribution / active EE | $2,194 | $3,691-40.6% | $3,264-32.8% | $4,763-53.9% |
| Participant deferral / active EE | $2,976 | $4,350-31.6% | $3,964-24.9% | $5,983-50.3% |
| Admin fee / account holder | $3,987 | $6,510-38.7% | $5,617-29.0% | $11,252-64.6% |