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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 | $66,434 | $49,976+32.9% | $66,674-0.4% | $82,637-19.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 13.08% | 39.09%-26.0pp | 321.24%-308.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,843 | $1,988-7.3% | $2,620-29.7% | $2,552-27.8% |
| Participant deferral / active EE | $3,932 | $2,847+38.1% | $4,084-3.7% | $4,126-4.7% |
| Admin fee / account holder | $500 | $4,594-89.1% | $5,098-90.2% | $7,339-93.2% |