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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 | $61,058 | $106,923-42.9% | $84,023-27.3% | $152,909-60.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.73% | 105.02%-99.3pp | 71.32%-65.6pp | 345.46%-339.7pp |
| Employer contribution / active EE | $4,508 | $2,735+64.8% | $1,984+127.2% | $4,764-5.4% |
| Participant deferral / active EE | $3,182 | $4,013-20.7% | $3,239-1.8% | $5,851-45.6% |
| Admin fee / account holder | $1,898 | $8,289-77.1% | $6,102-68.9% | $11,601-83.6% |