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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 | $86,877 | $108,897-20.2% | $100,378-13.5% | $145,877-40.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 58.17%-48.2pp | 49.41%-39.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,157 | $4,420-51.2% | $3,942-45.3% | $4,663-53.8% |
| Participant deferral / active EE | $5,107 | $8,455-39.6% | $8,087-36.8% | $6,691-23.7% |
| Admin fee / account holder | $841 | $9,690-91.3% | $7,899-89.4% | $13,402-93.7% |