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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 | $46,373 | $212,777-78.2% | $173,703-73.3% | $198,609-76.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.05% | 18.82%-15.8pp | 17.46%-14.4pp | 202.70%-199.6pp |
| Employer contribution / active EE | $10,704 | $5,214+105.3% | $4,288+149.6% | $5,055+111.7% |
| Participant deferral / active EE | $10,591 | $5,697+85.9% | $4,854+118.2% | $6,977+51.8% |
| Admin fee / account holder | $41,121 | $19,536+110.5% | $15,562+164.2% | $19,030+116.1% |