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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 | $40,295 | $108,911-63.0% | $100,392-59.9% | $145,884-72.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 58.23%-48.8pp | 49.45%-40.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $10,738 | $4,420+142.9% | $3,941+172.4% | $4,662+130.3% |
| Participant deferral / active EE | $30,500 | $8,459+260.6% | $8,090+277.0% | $6,690+355.9% |
| Admin fee / account holder | $70,824 | $9,698+630.3% | $7,904+796.0% | $13,392+428.9% |