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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 | $49,949 | $117,904-57.6% | $102,457-51.2% | $145,978-65.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.11% | 31.80%-25.7pp | 29.41%-23.3pp | 550.52%-544.4pp |
| Employer contribution / active EE | $9,434 | $3,613+161.1% | $3,022+212.2% | $4,662+102.4% |
| Participant deferral / active EE | $7,089 | $5,733+23.6% | $5,054+40.3% | $6,690+6.0% |
| Admin fee / account holder | $48,970 | $13,329+267.4% | $9,451+418.1% | $13,400+265.4% |