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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 | $58,262 | $104,251-44.1% | $91,004-36.0% | $147,586-60.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 3.18% | 27.06%-23.9pp | 4.60%-1.4pp | 578.59%-575.4pp |
| Employer contribution / active EE | $2,939 | $3,116-5.7% | $2,456+19.7% | $4,876-39.7% |
| Participant deferral / active EE | $2,000 | $4,195-52.3% | $3,548-43.6% | $5,439-63.2% |
| Admin fee / account holder | $5,609 | $8,948-37.3% | $5,417+3.5% | $10,886-48.5% |