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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 | $48,000 | $102,422-53.1% | $147,117-67.4% | $80,959-40.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.12% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $4,041 | $3,717+8.7% | $4,932-18.1% | $2,757+46.6% |
| Participant deferral / active EE | $6,547 | $6,652-1.6% | $8,065-18.8% | $4,300+52.2% |
| Admin fee / account holder | $6,056 | $7,953-23.9% | $12,993-53.4% | $6,925-12.6% |