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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 | $65,871 | $85,171-22.7% | $172,753-61.9% | $72,976-9.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.37% | 27.32%-13.9pp | 803.00%-789.6pp | 81.02%-67.6pp |
| Employer contribution / active EE | $1,990 | $3,324-40.1% | $5,144-61.3% | $2,440-18.5% |
| Participant deferral / active EE | $5,431 | $3,260+66.6% | $5,198+4.5% | $3,608+50.5% |
| Admin fee / account holder | $11,196 | $5,880+90.4% | $13,956-19.8% | $5,124+118.5% |