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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 | $55,055 | $166,268-66.9% | $165,100-66.7% | $145,897-62.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.01% | 100.52%-92.5pp | 70.21%-62.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,560 | $5,284-51.5% | $4,348-41.1% | $4,663-45.1% |
| Participant deferral / active EE | $7,625 | $6,964+9.5% | $6,035+26.3% | $6,689+14.0% |
| Admin fee / account holder | $924 | $16,659-94.5% | $12,696-92.7% | $13,390-93.1% |