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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 | $42,848 | $88,778-51.7% | $81,844-47.6% | $145,884-70.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.41% | 1033.03%-1031.6pp | 778.87%-777.5pp | 551.85%-550.4pp |
| Employer contribution / active EE | $1,424 | $3,087-53.9% | $2,916-51.2% | $4,662-69.5% |
| Participant deferral / active EE | $12,200 | $4,648+162.5% | $4,323+182.2% | $6,690+82.4% |
| Admin fee / account holder | $359 | $8,430-95.7% | $7,355-95.1% | $13,392-97.3% |