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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 | $69,832 | $102,422-31.8% | $147,117-52.5% | $80,959-13.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.71% | 135.16%-126.4pp | 420.54%-411.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $2,456 | $3,717-33.9% | $4,932-50.2% | $2,757-10.9% |
| Participant deferral / active EE | $5,431 | $6,652-18.4% | $8,065-32.7% | $4,300+26.3% |
| Admin fee / account holder | $2,358 | $7,953-70.3% | $12,993-81.8% | $6,925-65.9% |