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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 | $85,799 | $95,406-10.1% | $185,849-53.8% | $85,847-0.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.45% | 23.59%-13.1pp | 122.10%-111.6pp | 318.61%-308.2pp |
| Employer contribution / active EE | $1,179 | $3,314-64.4% | $5,169-77.2% | $2,565-54.0% |
| Participant deferral / active EE | $6,161 | $3,424+80.0% | $5,569+10.6% | $3,952+55.9% |
| Admin fee / account holder | $11,123 | $7,214+54.2% | $16,244-31.5% | $6,261+77.7% |