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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 | $59,880 | $103,000-41.9% | $90,300-33.7% | $152,885-60.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 5.38% | 95.19%-89.8pp | 78.11%-72.7pp | 345.39%-340.0pp |
| Employer contribution / active EE | $10,135 | $3,138+222.9% | $2,854+255.1% | $4,763+112.8% |
| Participant deferral / active EE | $7,605 | $4,281+77.7% | $3,884+95.8% | $5,851+30.0% |
| Admin fee / account holder | $225,805 | $6,173+3557.7% | $5,353+4118.4% | $11,598+1846.9% |