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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 | $48,144 | $48,570-0.9% | $130,660-63.2% | $72,975-34.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.17% | 38.63%-22.5pp | 1709.29%-1693.1pp | 81.01%-64.8pp |
| Employer contribution / active EE | $2,103 | $1,334+57.7% | $4,092-48.6% | $2,440-13.8% |
| Participant deferral / active EE | $1,349 | $2,384-43.4% | $3,603-62.6% | $3,608-62.6% |
| Admin fee / account holder | $2,069 | $3,549-41.7% | $5,463-62.1% | $5,124-59.6% |