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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 | $56,431-18.7% | $130,788-64.9% | $87,485-47.6% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.86% | 91.27%-81.4pp | 386.44%-376.6pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,002 | $1,549-35.3% | $3,558-71.8% | $2,596-61.4% |
| Participant deferral / active EE | $2,075 | $2,749-24.5% | $4,137-49.9% | $4,274-51.5% |
| Admin fee / account holder | $1,757 | $4,433-60.4% | $6,673-73.7% | $7,775-77.4% |