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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 | $44,878 | $68,097-34.1% | $62,929-28.7% | $137,256-67.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 4.20% | 1859.11%-1854.9pp | 1063.93%-1059.7pp | 220.34%-216.1pp |
| Employer contribution / active EE | $5,674 | $2,811+101.9% | $2,505+126.6% | $4,156+36.5% |
| Participant deferral / active EE | $3,060 | $4,553-32.8% | $3,888-21.3% | $6,407-52.2% |
| Admin fee / account holder | $1,289 | $6,521-80.2% | $5,065-74.6% | $12,270-89.5% |