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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 | $60,228 | $101,618-40.7% | $93,063-35.3% | $137,256-56.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.50% | 223.95%-214.5pp | 34.15%-24.7pp | 220.34%-210.8pp |
| Employer contribution / active EE | $4,762 | $2,707+75.9% | $2,476+92.3% | $4,156+14.6% |
| Participant deferral / active EE | $2,214 | $4,279-48.3% | $3,958-44.1% | $6,407-65.4% |
| Admin fee / account holder | $12,859 | $6,198+107.5% | $6,033+113.1% | $12,270+4.8% |