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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 | $117,904-48.4% | $102,457-40.7% | $145,978-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.56% | 31.80%-24.2pp | 29.41%-21.8pp | 550.52%-543.0pp |
| Employer contribution / active EE | $11,310 | $3,613+213.0% | $3,022+274.2% | $4,662+142.6% |
| Participant deferral / active EE | $2,238 | $5,733-61.0% | $5,054-55.7% | $6,690-66.5% |
| Admin fee / account holder | $18,070 | $13,329+35.6% | $9,451+91.2% | $13,400+34.8% |