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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 | $51,569 | $102,385-49.6% | $147,080-64.9% | $80,935-36.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.20% | 135.09%-123.9pp | 420.17%-409.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $5,535 | $3,717+48.9% | $4,933+12.2% | $2,757+100.8% |
| Participant deferral / active EE | $10,867 | $6,651+63.4% | $8,066+34.7% | $4,299+152.8% |
| Admin fee / account holder | $1,738 | $7,951-78.1% | $12,989-86.6% | $6,924-74.9% |