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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 | $51,543 | $69,274-25.6% | $64,097-19.6% | $139,487-63.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.26% | 46.00%-38.7pp | 33.75%-26.5pp | 373.84%-366.6pp |
| Employer contribution / active EE | $6,415 | $3,187+101.3% | $2,750+133.3% | $4,755+34.9% |
| Participant deferral / active EE | $2,974 | $4,685-36.5% | $3,881-23.4% | $6,713-55.7% |
| Admin fee / account holder | $16,842 | $4,247+296.6% | $3,070+448.7% | $11,407+47.6% |