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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 | $50,332 | $227,291-77.9% | $214,702-76.6% | $155,188-67.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 4.20% | 60.08%-55.9pp | 54.55%-50.4pp | 148.84%-144.6pp |
| Employer contribution / active EE | $2,537 | $6,772-62.5% | $6,461-60.7% | $4,248-40.3% |
| Participant deferral / active EE | $38,716 | $9,582+304.0% | $9,147+323.3% | $6,531+492.8% |
| Admin fee / account holder | $78,122 | $20,413+282.7% | $19,830+294.0% | $14,480+439.5% |