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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 | $48,362 | $29,733+62.7% | $56,025-13.7% | $80,959-40.3% |
| Participation rate | 97.5% | 41.7%+55.8pp | 52.5%+45.0pp | 67.7%+29.8pp |
| Annual return | 3.63% | 35.28%-31.7pp | 1712.69%-1709.1pp | 35.67%-32.0pp |
| Employer contribution / active EE | $1,875 | $672+179.1% | $1,042+80.0% | $2,757-32.0% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,426 | $2,434-41.4% | $2,828-49.6% | $6,925-79.4% |