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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 | $39,106 | $48,011-18.5% | $63,803-38.7% | $82,637-52.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.69% | 19.84%-9.2pp | 543.72%-533.0pp | 53.51%-42.8pp |
| Employer contribution / active EE | $2,614 | $1,904+37.3% | $2,532+3.2% | $2,552+2.4% |
| Participant deferral / active EE | $1,699 | $2,846-40.3% | $3,843-55.8% | $4,126-58.8% |
| Admin fee / account holder | $1,022 | $3,873-73.6% | $5,196-80.3% | $7,339-86.1% |