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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 | $42,989 | $106,923-59.8% | $84,023-48.8% | $152,909-71.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.02% | 105.02%-101.0pp | 71.32%-67.3pp | 345.46%-341.4pp |
| Employer contribution / active EE | $2,464 | $2,735-9.9% | $1,984+24.2% | $4,764-48.3% |
| Participant deferral / active EE | $2,943 | $4,013-26.7% | $3,239-9.1% | $5,851-49.7% |
| Admin fee / account holder | $1,070 | $8,289-87.1% | $6,102-82.5% | $11,601-90.8% |