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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 | $42,379 | $111,535-62.0% | $105,223-59.7% | $137,256-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.83% | 237.85%-231.0pp | 180.65%-173.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,097 | $3,939-72.2% | $3,689-70.3% | $4,156-73.6% |
| Participant deferral / active EE | $5,262 | $5,500-4.3% | $5,072+3.8% | $6,407-17.9% |
| Admin fee / account holder | $806 | $9,721-91.7% | $8,859-90.9% | $12,270-93.4% |