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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 | $53,108 | $81,643-35.0% | $70,462-24.6% | $158,950-66.6% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 82.0%+8.9pp |
| Annual return | 4.34% | 208.51%-204.2pp | 109.08%-104.7pp | 302.91%-298.6pp |
| Employer contribution / active EE | $806 | $3,218-74.9% | $2,737-70.5% | $4,762-83.1% |
| Participant deferral / active EE | $2,000 | $4,555-56.1% | $3,710-46.1% | $5,983-66.6% |
| Admin fee / account holder | $1,645 | $6,194-73.4% | $3,845-57.2% | $11,248-85.4% |