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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 | $47,353 | $111,878-57.7% | $93,727-49.5% | $145,897-67.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.51% | 204.28%-198.8pp | 133.83%-128.3pp | 552.29%-546.8pp |
| Employer contribution / active EE | $1,043 | $3,092-66.3% | $2,421-56.9% | $4,663-77.6% |
| Participant deferral / active EE | $3,409 | $4,920-30.7% | $4,417-22.8% | $6,689-49.0% |
| Admin fee / account holder | $1,951 | $10,256-81.0% | $8,292-76.5% | $13,390-85.4% |