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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 | $60,780 | $117,859-48.4% | $102,438-40.7% | $145,959-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.56% | 31.72%-24.2pp | 29.37%-21.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $11,310 | $3,615+212.9% | $3,024+274.0% | $4,661+142.7% |
| Participant deferral / active EE | $2,238 | $5,732-61.0% | $5,054-55.7% | $6,689-66.5% |
| Admin fee / account holder | $18,070 | $13,318+35.7% | $9,448+91.3% | $13,398+34.9% |