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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 | $52,028 | $125,797-58.6% | $170,028-69.4% | $75,181-30.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.60% | 27.20%-17.6pp | 53.39%-43.8pp | 160.69%-151.1pp |
| Employer contribution / active EE | $7,228 | $4,616+56.6% | $6,788+6.5% | $2,671+170.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,553 | $8,177-44.3% | $12,820-64.5% | $5,650-19.4% |