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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 | $54,084 | $108,912-50.3% | $100,383-46.1% | $145,959-62.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 57.96%-48.7pp | 49.26%-40.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,033 | $4,423-76.6% | $3,944-73.8% | $4,661-77.8% |
| Participant deferral / active EE | $2,728 | $8,451-67.7% | $8,086-66.3% | $6,689-59.2% |
| Admin fee / account holder | $1,075 | $9,690-88.9% | $7,900-86.4% | $13,398-92.0% |