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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 | $48,392 | $51,638-6.3% | $68,368-29.2% | $82,448-41.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.05% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,338 | $2,047+63.1% | $2,649+26.0% | $2,551+30.8% |
| Participant deferral / active EE | $4,833 | $2,914+65.9% | $4,123+17.2% | $4,139+16.8% |
| Admin fee / account holder | $609 | $4,643-86.9% | $5,150-88.2% | $7,234-91.6% |