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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 | $48,687 | $103,038-52.7% | $90,324-46.1% | $152,909-68.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.93% | 95.25%-91.3pp | 78.15%-74.2pp | 345.46%-341.5pp |
| Employer contribution / active EE | $3,416 | $3,141+8.8% | $2,856+19.6% | $4,764-28.3% |
| Participant deferral / active EE | $11,700 | $4,282+173.2% | $3,885+201.1% | $5,851+100.0% |
| Admin fee / account holder | $713 | $6,177-88.5% | $5,356-86.7% | $11,601-93.9% |