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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 | $44,842 | $105,158-57.4% | $94,672-52.6% | $139,487-67.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.59% | 38.11%-27.5pp | 156.89%-146.3pp | 373.84%-363.3pp |
| Employer contribution / active EE | $14,240 | $4,107+246.7% | $3,673+287.7% | $4,755+199.5% |
| Participant deferral / active EE | $8,492 | $7,599+11.8% | $7,417+14.5% | $6,713+26.5% |
| Admin fee / account holder | $1,791 | $8,972-80.0% | $7,222-75.2% | $11,407-84.3% |