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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 | $46,497 | $77,416-39.9% | $69,464-33.1% | $152,897-69.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 2.43% | 39.08%-36.7pp | 28.98%-26.6pp | 345.43%-343.0pp |
| Employer contribution / active EE | $3,576 | $3,315+7.9% | $2,779+28.7% | $4,764-24.9% |
| Participant deferral / active EE | $1,450 | $4,413-67.1% | $3,536-59.0% | $5,851-75.2% |
| Admin fee / account holder | $1,239 | $6,208-80.0% | $3,840-67.7% | $11,599-89.3% |