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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 | $65,047 | $102,385-36.5% | $147,080-55.8% | $80,935-19.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 9.51% | 135.09%-125.6pp | 420.17%-410.7pp | 35.66%-26.1pp |
| Employer contribution / active EE | $2,017 | $3,717-45.7% | $4,933-59.1% | $2,757-26.8% |
| Participant deferral / active EE | $5,067 | $6,651-23.8% | $8,066-37.2% | $4,299+17.9% |
| Admin fee / account holder | $1,479 | $7,951-81.4% | $12,989-88.6% | $6,924-78.6% |