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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 | $45,871 | $65,961-30.5% | $180,320-74.6% | $94,015-51.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 9.86% | 14.27%-4.4pp | 778.54%-768.7pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,002 | $1,737-42.3% | $4,108-75.6% | $2,790-64.1% |
| Participant deferral / active EE | $2,075 | $3,003-30.9% | $4,304-51.8% | $4,249-51.2% |
| Admin fee / account holder | $1,757 | $4,901-64.1% | $10,000-82.4% | $8,951-80.4% |