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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 | $57,411 | $108,912-47.3% | $100,383-42.8% | $145,959-60.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 57.96%-48.5pp | 49.26%-39.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,386 | $4,423-68.7% | $3,944-64.9% | $4,661-70.3% |
| Participant deferral / active EE | $4,599 | $8,451-45.6% | $8,086-43.1% | $6,689-31.2% |
| Admin fee / account holder | $767 | $9,690-92.1% | $7,900-90.3% | $13,398-94.3% |