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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 | $46,732 | $157,304-70.3% | $141,197-66.9% | $152,909-69.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.06% | 64.34%-60.3pp | 71.41%-67.3pp | 345.46%-341.4pp |
| Employer contribution / active EE | $1,976 | $5,263-62.5% | $4,736-58.3% | $4,764-58.5% |
| Participant deferral / active EE | $3,135 | $7,111-55.9% | $6,710-53.3% | $5,851-46.4% |
| Admin fee / account holder | $1,582 | $12,126-87.0% | $10,265-84.6% | $11,601-86.4% |