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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 | $43,303 | $63,346-31.6% | $92,240-53.1% | $70,126-38.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.33% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $3,571 | $2,471+44.5% | $3,680-2.9% | $2,343+52.5% |
| Participant deferral / active EE | $2,157 | $2,854-24.4% | $3,897-44.7% | $3,332-35.3% |
| Admin fee / account holder | $2,855 | $3,841-25.7% | $5,194-45.0% | $4,645-38.5% |