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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 | $44,811 | $57,330-21.8% | $86,656-48.3% | $75,177-40.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 6.63% | 2675.40%-2668.8pp | 593.09%-586.5pp | 160.75%-154.1pp |
| Employer contribution / active EE | $3,743 | $2,316+61.6% | $3,025+23.7% | $2,671+40.1% |
| Participant deferral / active EE | $3,206 | $3,320-3.4% | $4,439-27.8% | $4,126-22.3% |
| Admin fee / account holder | $4,940 | $4,115+20.1% | $5,619-12.1% | $5,651-12.6% |