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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 | $39,245 | $106,247-63.1% | $96,515-59.3% | $139,466-71.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.71% | 38.47%-28.8pp | 35.73%-26.0pp | 373.66%-363.9pp |
| Employer contribution / active EE | $1,980 | $4,106-51.8% | $3,740-47.1% | $4,754-58.3% |
| Participant deferral / active EE | $4,578 | $5,456-16.1% | $4,880-6.2% | $6,712-31.8% |
| Admin fee / account holder | $420 | $7,885-94.7% | $6,735-93.8% | $11,409-96.3% |