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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 | $56,700 | $102,422-44.6% | $147,117-61.5% | $80,959-30.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.58% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $4,849 | $3,717+30.4% | $4,932-1.7% | $2,757+75.9% |
| Participant deferral / active EE | $9,160 | $6,652+37.7% | $8,065+13.6% | $4,300+113.0% |
| Admin fee / account holder | $2,341 | $7,953-70.6% | $12,993-82.0% | $6,925-66.2% |