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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 | $50,865 | $115,917-56.1% | $100,535-49.4% | $158,982-68.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.93% | 34.80%-28.9pp | 30.90%-25.0pp | 302.99%-297.1pp |
| Employer contribution / active EE | $7,214 | $4,105+75.7% | $3,419+111.0% | $4,763+51.5% |
| Participant deferral / active EE | $9,400 | $6,677+40.8% | $6,271+49.9% | $5,983+57.1% |
| Admin fee / account holder | $480 | $11,002-95.6% | $8,085-94.1% | $11,252-95.7% |