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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 | $62,651 | $113,338-44.7% | $94,993-34.0% | $147,586-57.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 3.25% | 20.80%-17.6pp | 27.14%-23.9pp | 578.59%-575.3pp |
| Employer contribution / active EE | $7,754 | $3,160+145.4% | $2,603+197.8% | $4,876+59.0% |
| Participant deferral / active EE | $1,708 | $3,777-54.8% | $3,317-48.5% | $5,439-68.6% |
| Admin fee / account holder | $1,108 | $6,063-81.7% | $4,960-77.7% | $10,886-89.8% |