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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 | $62,945 | $99,652-36.8% | $78,778-20.1% | $147,586-57.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.59% | 47.28%-44.7pp | 35.62%-33.0pp | 578.59%-576.0pp |
| Employer contribution / active EE | $2,000 | $2,796-28.5% | $1,986+0.7% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,369 | $7,155-80.9% | $5,134-73.3% | $10,886-87.4% |