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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 | $54,903 | $88,702-38.1% | $81,780-32.9% | $145,978-62.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.59% | 1029.12%-1026.5pp | 776.27%-773.7pp | 550.52%-547.9pp |
| Employer contribution / active EE | $1,541 | $3,084-50.1% | $2,914-47.1% | $4,662-67.0% |
| Participant deferral / active EE | $3,263 | $4,645-29.8% | $4,321-24.5% | $6,690-51.2% |
| Admin fee / account holder | $730 | $8,414-91.3% | $7,384-90.1% | $13,400-94.6% |