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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 | $50,756 | $58,234-12.8% | $81,783-37.9% | $80,874-37.2% |
| Participation rate | 96.7% | 63.4%+33.2pp | 72.4%+24.3pp | 67.6%+29.0pp |
| Annual return | 10.31% | 41.70%-31.4pp | 775.05%-764.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $7,766 | $2,341+231.7% | $2,913+166.7% | $2,756+181.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,113 | $4,982+22.7% | $7,380-17.2% | $6,935-11.9% |