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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 | $48,681 | $115,814-58.0% | $101,275-51.9% | $158,982-69.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.95% | 56.16%-50.2pp | 46.48%-40.5pp | 302.99%-297.0pp |
| Employer contribution / active EE | $3,256 | $4,176-22.0% | $3,660-11.0% | $4,763-31.6% |
| Participant deferral / active EE | $8,580 | $4,958+73.0% | $4,371+96.3% | $5,983+43.4% |
| Admin fee / account holder | $4,518 | $7,249-37.7% | $5,948-24.0% | $11,252-59.8% |