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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 | $38,251 | $77,707-50.8% | $70,161-45.5% | $139,456-72.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.31% | 19.30%-8.0pp | 19.08%-7.8pp | 373.45%-362.1pp |
| Employer contribution / active EE | $5,207 | $4,986+4.4% | $4,285+21.5% | $4,753+9.6% |
| Participant deferral / active EE | $0 | $6,443-100.0% | $5,394-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,214 | $5,397+15.1% | $4,581+35.6% | $11,407-45.5% |