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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 | $43,748 | $115,810-62.2% | $101,271-56.8% | $158,966-72.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.24% | 56.15%-51.9pp | 46.48%-42.2pp | 302.95%-298.7pp |
| Employer contribution / active EE | $1,290 | $4,175-69.1% | $3,660-64.7% | $4,762-72.9% |
| Participant deferral / active EE | $3,486 | $4,958-29.7% | $4,371-20.2% | $5,983-41.7% |
| Admin fee / account holder | $1,227 | $7,248-83.1% | $5,948-79.4% | $11,250-89.1% |