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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 | $46,760 | $152,619-69.4% | $125,195-62.7% | $152,909-69.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.11% | 54.85%-52.7pp | 43.79%-41.7pp | 345.46%-343.4pp |
| Employer contribution / active EE | $3,840 | $4,947-22.4% | $3,866-0.7% | $4,764-19.4% |
| Participant deferral / active EE | $8,333 | $5,869+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $20,333 | $13,437+51.3% | $9,704+109.5% | $11,601+75.3% |