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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 | $33,944 | $111,535-69.6% | $105,223-67.7% | $137,256-75.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.19% | 237.85%-231.7pp | 180.65%-174.5pp | 220.34%-214.2pp |
| Employer contribution / active EE | $2,954 | $3,939-25.0% | $3,689-19.9% | $4,156-28.9% |
| Participant deferral / active EE | $3,034 | $5,500-44.8% | $5,072-40.2% | $6,407-52.6% |
| Admin fee / account holder | $493 | $9,721-94.9% | $8,859-94.4% | $12,270-96.0% |