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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 | $36,357 | $108,942-66.6% | $100,415-63.8% | $145,897-75.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 58.27%-48.9pp | 49.47%-40.1pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,828 | $4,422-13.4% | $3,943-2.9% | $4,663-17.9% |
| Participant deferral / active EE | $5,628 | $8,461-33.5% | $8,091-30.4% | $6,689-15.9% |
| Admin fee / account holder | $5,884 | $9,702-39.3% | $7,906-25.6% | $13,390-56.1% |