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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 | $58,744 | $114,119-48.5% | $107,187-45.2% | $138,895-57.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.90% | 273.21%-262.3pp | 204.55%-193.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $4,545 | $4,059+12.0% | $3,782+20.2% | $4,194+8.4% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,623 | $10,024-83.8% | $9,162-82.3% | $12,562-87.1% |