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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 | $33,698 | $209,336-83.9% | $197,124-82.9% | $137,256-75.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.71% | 48.09%-46.4pp | 44.34%-42.6pp | 220.34%-218.6pp |
| Employer contribution / active EE | $5,975 | $6,591-9.3% | $6,227-4.1% | $4,156+43.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,853 | $17,308-54.6% | $16,298-51.8% | $12,270-36.0% |