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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 | $43,712 | $70,366-37.9% | $66,674-34.4% | $138,895-68.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.72% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,576 | $2,765+29.3% | $2,620+36.5% | $4,194-14.7% |
| Participant deferral / active EE | $3,444 | $4,374-21.3% | $4,084-15.7% | $6,396-46.2% |
| Admin fee / account holder | $376 | $5,262-92.9% | $5,098-92.6% | $12,562-97.0% |