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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 | $51,902 | $185,883-72.1% | $170,043-69.5% | $139,466-62.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.12% | 60.54%-55.4pp | 53.40%-48.3pp | 373.66%-368.5pp |
| Employer contribution / active EE | $5,687 | $7,596-25.1% | $6,790-16.2% | $4,754+19.6% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,620 | $15,393-89.5% | $12,824-87.4% | $11,409-85.8% |