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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 | $58,275-12.9% | $81,844-38.0% | $80,935-37.3% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 10.31% | 41.82%-31.5pp | 778.87%-768.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $7,766 | $2,346+231.1% | $2,916+166.3% | $2,757+181.7% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,113 | $4,749+28.7% | $7,355-16.9% | $6,924-11.7% |