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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 | $31,351 | $111,535-71.9% | $105,223-70.2% | $137,256-77.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.19% | 237.85%-234.7pp | 180.65%-177.5pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,418 | $3,939-64.0% | $3,689-61.5% | $4,156-65.9% |
| Participant deferral / active EE | $1,918 | $5,500-65.1% | $5,072-62.2% | $6,407-70.1% |
| Admin fee / account holder | $668 | $9,721-93.1% | $8,859-92.5% | $12,270-94.6% |