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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 | $39,449 | $148,629-73.5% | $135,982-71.0% | $139,487-71.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.33% | 79.33%-75.0pp | 68.32%-64.0pp | 373.84%-369.5pp |
| Employer contribution / active EE | $3,500 | $5,247-33.3% | $4,859-28.0% | $4,755-26.4% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,596 | $12,406-79.1% | $10,767-75.9% | $11,407-77.2% |