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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 | $55,607 | $84,236-34.0% | $170,435-67.4% | $70,126-20.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.15% | 23.06%-17.9pp | 205.94%-200.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $9,833 | $3,387+190.3% | $5,432+81.0% | $2,343+319.8% |
| Participant deferral / active EE | $5,570 | $3,086+80.5% | $4,939+12.8% | $3,332+67.2% |
| Admin fee / account holder | $110,973 | $5,698+1847.5% | $13,881+699.5% | $4,645+2288.8% |