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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 | $50,296 | $124,425-59.6% | $112,040-55.1% | $137,256-63.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.88% | 24.72%-19.8pp | 24.52%-19.6pp | 220.34%-215.5pp |
| Employer contribution / active EE | $2,586 | $3,411-24.2% | $2,954-12.5% | $4,156-37.8% |
| Participant deferral / active EE | $14,238 | $5,718+149.0% | $5,098+179.3% | $6,407+122.2% |
| Admin fee / account holder | $110,261 | $15,207+625.1% | $12,098+811.4% | $12,270+798.6% |