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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 | $54,098 | $61,125-11.5% | $94,057-42.5% | $87,485-38.2% |
| Participation rate | 80.4% | 64.1%+16.4pp | 73.3%+7.1pp | 68.9%+11.5pp |
| Annual return | 11.30% | 35.20%-23.9pp | 480.62%-469.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $4,178 | $2,136+95.6% | $2,933+42.5% | $2,596+60.9% |
| Participant deferral / active EE | $4,679 | $3,260+43.5% | $4,709-0.6% | $4,274+9.5% |
| Admin fee / account holder | $55,678 | $5,629+889.2% | $7,244+668.6% | $7,775+616.1% |