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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 | $57,195 | $100,073-42.8% | $85,126-32.8% | $145,877-60.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.65% | 84.11%-76.5pp | 66.63%-59.0pp | 551.28%-543.6pp |
| Employer contribution / active EE | $4,150 | $3,236+28.2% | $2,731+51.9% | $4,663-11.0% |
| Participant deferral / active EE | $11,479 | $5,294+116.8% | $4,523+153.8% | $6,691+71.6% |
| Admin fee / account holder | $2,690 | $7,261-62.9% | $6,160-56.3% | $13,402-79.9% |