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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 | $80,154 | $102,385-21.7% | $147,080-45.5% | $80,935-1.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.49% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,532 | $3,717-58.8% | $4,933-69.0% | $2,757-44.4% |
| Participant deferral / active EE | $3,641 | $6,651-45.3% | $8,066-54.9% | $4,299-15.3% |
| Admin fee / account holder | $29,275 | $7,951+268.2% | $12,989+125.4% | $6,924+322.8% |