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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 | $52,483 | $166,242-68.4% | $165,071-68.2% | $145,884-64.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.76% | 100.44%-95.7pp | 70.17%-65.4pp | 551.85%-547.1pp |
| Employer contribution / active EE | $6,371 | $5,283+20.6% | $4,347+46.6% | $4,662+36.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,811 | $16,658-83.1% | $12,695-77.9% | $13,392-79.0% |