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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 | $52,353-12.4% | $120,225-61.8% | $82,448-44.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.86% | 61.85%-52.0pp | 439.23%-429.4pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,002 | $1,510-33.6% | $3,475-71.2% | $2,551-60.7% |
| Participant deferral / active EE | $2,075 | $2,627-21.0% | $3,999-48.1% | $4,139-49.9% |
| Admin fee / account holder | $1,757 | $4,363-59.7% | $5,696-69.2% | $7,234-75.7% |