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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 | $60,446 | $101,063-40.2% | $81,473-25.8% | $147,586-59.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 5.48% | 32.41%-26.9pp | 38.78%-33.3pp | 578.59%-573.1pp |
| Employer contribution / active EE | $10,000 | $3,206+212.0% | $2,568+289.4% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,345 | $5,812-59.6% | $4,561-48.6% | $10,886-78.5% |