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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 | $42,370 | $226,105-81.3% | $182,540-76.8% | $152,897-72.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.35% | 192.58%-188.2pp | 148.58%-144.2pp | 345.43%-341.1pp |
| Employer contribution / active EE | $1,533 | $4,978-69.2% | $4,076-62.4% | $4,764-67.8% |
| Participant deferral / active EE | $1,534 | $6,370-75.9% | $5,525-72.2% | $5,851-73.8% |
| Admin fee / account holder | $1,625 | $10,706-84.8% | $8,593-81.1% | $11,599-86.0% |