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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 | $102,938-41.5% | $94,105-36.0% | $138,895-56.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 9.50% | 250.28%-240.8pp | 204.55%-195.1pp | 145.39%-135.9pp |
| Employer contribution / active EE | $4,762 | $2,732+74.3% | $2,504+90.1% | $4,194+13.5% |
| Participant deferral / active EE | $2,214 | $4,196-47.2% | $3,881-42.9% | $6,396-65.4% |
| Admin fee / account holder | $12,859 | $6,600+94.8% | $6,199+107.4% | $12,562+2.4% |