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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 | $44,805 | $115,796-61.3% | $101,264-55.8% | $158,950-71.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.26% | 56.15%-52.9pp | 46.48%-43.2pp | 302.91%-299.7pp |
| Employer contribution / active EE | $2,702 | $4,175-35.3% | $3,660-26.2% | $4,762-43.3% |
| Participant deferral / active EE | $3,556 | $4,958-28.3% | $4,370-18.6% | $5,983-40.6% |
| Admin fee / account holder | $1,021 | $7,247-85.9% | $5,947-82.8% | $11,248-90.9% |