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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 | $47,735 | $70,366-32.2% | $66,674-28.4% | $138,895-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.16% | 386.41%-373.2pp | 321.24%-308.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,543 | $2,765+28.1% | $2,620+35.2% | $4,194-15.5% |
| Participant deferral / active EE | $4,970 | $4,374+13.6% | $4,084+21.7% | $6,396-22.3% |
| Admin fee / account holder | $432 | $5,262-91.8% | $5,098-91.5% | $12,562-96.6% |