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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 | $60,812 | $102,422-40.6% | $147,117-58.7% | $80,959-24.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.72% | 135.16%-126.4pp | 420.54%-411.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $6,269 | $3,717+68.6% | $4,932+27.1% | $2,757+127.4% |
| Participant deferral / active EE | $4,433 | $6,652-33.4% | $8,065-45.0% | $4,300+3.1% |
| Admin fee / account holder | $745 | $7,953-90.6% | $12,993-94.3% | $6,925-89.2% |