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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 | $38,504 | $152,619-74.8% | $125,195-69.2% | $152,909-74.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.75% | 54.85%-53.1pp | 43.79%-42.0pp | 345.46%-343.7pp |
| Employer contribution / active EE | $1,711 | $4,947-65.4% | $3,866-55.7% | $4,764-64.1% |
| Participant deferral / active EE | $4,434 | $5,869-24.5% | $4,937-10.2% | $5,851-24.2% |
| Admin fee / account holder | $332 | $13,437-97.5% | $9,704-96.6% | $11,601-97.1% |