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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 | $43,130 | $152,612-71.7% | $125,192-65.5% | $152,897-71.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.93% | 54.85%-52.9pp | 43.79%-41.9pp | 345.43%-343.5pp |
| Employer contribution / active EE | $1,451 | $4,947-70.7% | $3,866-62.5% | $4,764-69.5% |
| Participant deferral / active EE | $5,281 | $5,868-10.0% | $4,937+7.0% | $5,851-9.7% |
| Admin fee / account holder | $475 | $13,437-96.5% | $9,704-95.1% | $11,599-95.9% |