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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 | $108,942-47.3% | $100,415-42.8% | $145,897-60.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 58.27%-48.8pp | 49.47%-40.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,386 | $4,422-68.7% | $3,943-64.8% | $4,663-70.3% |
| Participant deferral / active EE | $4,599 | $8,461-45.6% | $8,091-43.2% | $6,689-31.2% |
| Admin fee / account holder | $767 | $9,702-92.1% | $7,906-90.3% | $13,390-94.3% |