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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 | $27,476 | $104,953-73.8% | $84,637-67.5% | $152,909-82.0% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.5%+12.0pp |
| Annual return | 3.41% | 373.94%-370.5pp | 258.82%-255.4pp | 345.46%-342.1pp |
| Employer contribution / active EE | $4,497 | $3,304+36.1% | $2,653+69.5% | $4,764-5.6% |
| Participant deferral / active EE | $2,056 | $4,691-56.2% | $3,900-47.3% | $5,851-64.9% |
| Admin fee / account holder | $361 | $6,244-94.2% | $4,914-92.7% | $11,601-96.9% |