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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 | $52,489 | $108,911-51.8% | $100,392-47.7% | $145,884-64.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.15% | 58.23%-55.1pp | 49.45%-46.3pp | 551.85%-548.7pp |
| Employer contribution / active EE | $8,745 | $4,420+97.8% | $3,941+121.9% | $4,662+87.6% |
| Participant deferral / active EE | $9,453 | $8,459+11.8% | $8,090+16.9% | $6,690+41.3% |
| Admin fee / account holder | $3,083 | $9,698-68.2% | $7,904-61.0% | $13,392-77.0% |