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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 | $54,671 | $48,570+12.6% | $130,660-58.2% | $72,983-25.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 2.64% | 38.63%-36.0pp | 1709.29%-1706.6pp | 81.01%-78.4pp |
| Employer contribution / active EE | $1,880 | $1,334+40.9% | $4,092-54.1% | $2,440-23.0% |
| Participant deferral / active EE | $2,668 | $2,384+11.9% | $3,603-25.9% | $3,608-26.0% |
| Admin fee / account holder | $691 | $3,549-80.5% | $5,463-87.3% | $5,124-86.5% |