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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 | $48,977 | $166,242-70.5% | $165,071-70.3% | $145,884-66.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.34% | 100.44%-93.1pp | 70.17%-62.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,050 | $5,283-61.2% | $4,347-52.8% | $4,662-56.0% |
| Participant deferral / active EE | $6,624 | $6,964-4.9% | $6,035+9.8% | $6,690-1.0% |
| Admin fee / account holder | $474 | $16,658-97.2% | $12,695-96.3% | $13,392-96.5% |