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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 | $57,499 | $108,942-47.2% | $100,415-42.7% | $145,897-60.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 58.27%-50.1pp | 49.47%-41.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $18,799 | $4,422+325.1% | $3,943+376.8% | $4,663+303.2% |
| Participant deferral / active EE | $11,739 | $8,461+38.7% | $8,091+45.1% | $6,689+75.5% |
| Admin fee / account holder | $391 | $9,702-96.0% | $7,906-95.1% | $13,390-97.1% |