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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 | $46,942 | $95,383-50.8% | $185,837-74.7% | $85,856-45.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.04% | 23.59%-12.5pp | 122.08%-111.0pp | 318.58%-307.5pp |
| Employer contribution / active EE | $3,728 | $3,313+12.5% | $5,168-27.9% | $2,565+45.3% |
| Participant deferral / active EE | $2,583 | $3,423-24.6% | $5,568-53.6% | $3,952-34.6% |
| Admin fee / account holder | $1,259 | $7,213-82.5% | $16,241-92.2% | $6,261-79.9% |