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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 | $30,437 | $52,353-41.9% | $120,225-74.7% | $82,448-63.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.29% | 61.85%-49.6pp | 439.23%-426.9pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,752 | $1,510+16.0% | $3,475-49.6% | $2,551-31.3% |
| Participant deferral / active EE | $3,919 | $2,627+49.2% | $3,999-2.0% | $4,139-5.3% |
| Admin fee / account holder | $6,668 | $4,363+52.8% | $5,696+17.1% | $7,234-7.8% |