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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 | $47,414 | $105,145-54.9% | $94,664-49.9% | $139,466-66.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.03% | 38.09%-26.1pp | 156.84%-144.8pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,205 | $4,107-70.7% | $3,673-67.2% | $4,754-74.7% |
| Participant deferral / active EE | $3,977 | $7,599-47.7% | $7,417-46.4% | $6,712-40.7% |
| Admin fee / account holder | $655 | $8,972-92.7% | $7,222-90.9% | $11,409-94.3% |