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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 | $54,444 | $107,941-49.6% | $91,994-40.8% | $152,909-64.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 4.23% | 89.28%-85.1pp | 69.04%-64.8pp | 345.46%-341.2pp |
| Employer contribution / active EE | $2,887 | $4,212-31.5% | $3,453-16.4% | $4,764-39.4% |
| Participant deferral / active EE | $6,385 | $6,366+0.3% | $5,924+7.8% | $5,851+9.1% |
| Admin fee / account holder | $3,994 | $10,521-62.0% | $7,744-48.4% | $11,601-65.6% |