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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 | $53,027 | $100,911-47.5% | $90,440-41.4% | $158,966-66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.93% | 1726.62%-1724.7pp | 1294.38%-1292.5pp | 302.95%-301.0pp |
| Employer contribution / active EE | $1,807 | $3,690-51.0% | $3,263-44.6% | $4,762-62.1% |
| Participant deferral / active EE | $2,192 | $4,348-49.6% | $3,964-44.7% | $5,983-63.4% |
| Admin fee / account holder | $325 | $6,507-95.0% | $5,615-94.2% | $11,250-97.1% |