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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 | $53,963 | $60,139-10.3% | $90,461-40.3% | $79,856-32.4% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 3.78% | 71.96%-68.2pp | 1294.76%-1291.0pp | 31.71%-27.9pp |
| Employer contribution / active EE | $3,472 | $2,069+67.8% | $3,264+6.4% | $2,471+40.5% |
| Participant deferral / active EE | $4,575 | $2,939+55.7% | $3,964+15.4% | $3,741+22.3% |
| Admin fee / account holder | $1,015 | $3,978-74.5% | $5,617-81.9% | $5,306-80.9% |