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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 | $57,433 | $78,423-26.8% | $95,964-40.2% | $79,856-28.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.56% | 19.37%-13.8pp | 91.64%-86.1pp | 31.71%-26.1pp |
| Employer contribution / active EE | $4,661 | $1,945+139.6% | $2,541+83.4% | $2,471+88.6% |
| Participant deferral / active EE | $1,939 | $3,440-43.6% | $4,167-53.5% | $3,741-48.2% |
| Admin fee / account holder | $1,056 | $5,622-81.2% | $6,797-84.5% | $5,306-80.1% |