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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 | $32,932 | $70,366-53.2% | $66,674-50.6% | $138,895-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.11% | 386.41%-376.3pp | 321.24%-311.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,258 | $2,765+17.8% | $2,620+24.3% | $4,194-22.3% |
| Participant deferral / active EE | $2,120 | $4,374-51.5% | $4,084-48.1% | $6,396-66.9% |
| Admin fee / account holder | $51,443 | $5,262+877.5% | $5,098+909.1% | $12,562+309.5% |