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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 | $103,497 | $152,619-32.2% | $125,195-17.3% | $152,909-32.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.56% | 54.85%-49.3pp | 43.79%-38.2pp | 345.46%-339.9pp |
| Employer contribution / active EE | $1,809 | $4,947-63.4% | $3,866-53.2% | $4,764-62.0% |
| Participant deferral / active EE | $9,546 | $5,869+62.7% | $4,937+93.3% | $5,851+63.1% |
| Admin fee / account holder | $5,419 | $13,437-59.7% | $9,704-44.2% | $11,601-53.3% |