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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 | $34,082 | $157,304-78.3% | $141,197-75.9% | $152,909-77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.50% | 64.34%-54.8pp | 71.41%-61.9pp | 345.46%-336.0pp |
| Employer contribution / active EE | $2,223 | $5,263-57.8% | $4,736-53.1% | $4,764-53.3% |
| Participant deferral / active EE | $6,053 | $7,111-14.9% | $6,710-9.8% | $5,851+3.5% |
| Admin fee / account holder | $48,970 | $12,126+303.9% | $10,265+377.1% | $11,601+322.1% |