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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 | $56,272 | $114,119-50.7% | $107,187-47.5% | $138,895-59.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.54% | 273.21%-263.7pp | 204.55%-195.0pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,801 | $4,059-55.6% | $3,782-52.4% | $4,194-57.1% |
| Participant deferral / active EE | $2,396 | $5,538-56.7% | $5,096-53.0% | $6,396-62.5% |
| Admin fee / account holder | $10,001 | $10,024-0.2% | $9,162+9.2% | $12,562-20.4% |