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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 | $46,977 | $81,643-42.5% | $70,462-33.3% | $158,950-70.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.20% | 208.51%-206.3pp | 109.08%-106.9pp | 302.91%-300.7pp |
| Employer contribution / active EE | $479 | $3,218-85.1% | $2,737-82.5% | $4,762-89.9% |
| Participant deferral / active EE | $4,892 | $4,555+7.4% | $3,710+31.9% | $5,983-18.2% |
| Admin fee / account holder | $611 | $6,194-90.1% | $3,845-84.1% | $11,248-94.6% |