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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 | $67,285 | $124,346-45.9% | $111,308-39.6% | $167,536-59.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.18% | 37.45%-29.3pp | 54.67%-46.5pp | 478.82%-470.6pp |
| Employer contribution / active EE | $2,006 | $3,437-41.6% | $2,732-26.6% | $4,839-58.5% |
| Participant deferral / active EE | $6,619 | $5,182+27.7% | $4,487+47.5% | $6,342+4.4% |
| Admin fee / account holder | $39,513 | $10,621+272.0% | $7,965+396.1% | $12,315+220.9% |