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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 | $31,539 | $108,911-71.0% | $100,392-68.6% | $145,884-78.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.18% | 58.23%-51.0pp | 49.45%-42.3pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,730 | $4,420-60.9% | $3,941-56.1% | $4,662-62.9% |
| Participant deferral / active EE | $5,571 | $8,459-34.1% | $8,090-31.1% | $6,690-16.7% |
| Admin fee / account holder | $996 | $9,698-89.7% | $7,904-87.4% | $13,392-92.6% |