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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 | $43,423 | $226,046-80.8% | $182,508-76.2% | $152,870-71.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.96% | 192.52%-191.6pp | 148.54%-147.6pp | 345.34%-344.4pp |
| Employer contribution / active EE | $796 | $4,977-84.0% | $4,075-80.5% | $4,763-83.3% |
| Participant deferral / active EE | $9,178 | $6,368+44.1% | $5,525+66.1% | $5,850+56.9% |
| Admin fee / account holder | $519 | $10,704-95.2% | $8,592-94.0% | $11,597-95.5% |