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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 | $83,327 | $101,069-17.6% | $81,478+2.3% | $147,585-43.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3.52% | 32.40%-28.9pp | 38.78%-35.3pp | 578.56%-575.0pp |
| Employer contribution / active EE | $5,721 | $3,205+78.5% | $2,568+122.8% | $4,876+17.3% |
| Participant deferral / active EE | $5,819 | $4,242+37.2% | $3,537+64.5% | $5,439+7.0% |
| Admin fee / account holder | $7,540 | $5,812+29.7% | $4,561+65.3% | $10,885-30.7% |