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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 | $27,463 | $212,386-87.1% | $199,883-86.3% | $138,895-80.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 4.17% | 47.75%-43.6pp | 43.81%-39.6pp | 145.39%-141.2pp |
| Employer contribution / active EE | $5,233 | $6,625-21.0% | $6,261-16.4% | $4,194+24.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $47,885 | $18,233+162.6% | $17,268+177.3% | $12,562+281.2% |