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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 | $46,891 | $102,422-54.2% | $147,117-68.1% | $80,959-42.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.13% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,228 | $3,717-40.1% | $4,932-54.8% | $2,757-19.2% |
| Participant deferral / active EE | $5,262 | $6,652-20.9% | $8,065-34.8% | $4,300+22.4% |
| Admin fee / account holder | $2,567 | $7,953-67.7% | $12,993-80.2% | $6,925-62.9% |