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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 | $47,312 | $148,629-68.2% | $135,982-65.2% | $139,487-66.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.42% | 79.33%-76.9pp | 68.32%-65.9pp | 373.84%-371.4pp |
| Employer contribution / active EE | $3,772 | $5,247-28.1% | $4,859-22.4% | $4,755-20.7% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $5,257 | $12,406-57.6% | $10,767-51.2% | $11,407-53.9% |