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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 | $62,081 | $162,529-61.8% | $130,788-52.5% | $154,746-59.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.21% | 510.48%-504.3pp | 386.44%-380.2pp | 172.34%-166.1pp |
| Employer contribution / active EE | $2,825 | $4,447-36.5% | $3,558-20.6% | $4,379-35.5% |
| Participant deferral / active EE | $1,607 | $4,808-66.6% | $4,137-61.2% | $6,730-76.1% |
| Admin fee / account holder | $26,136 | $7,669+240.8% | $6,673+291.7% | $14,365+81.9% |