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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 | $60,276 | $101,063-40.4% | $81,473-26.0% | $147,586-59.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 5.44% | 32.41%-27.0pp | 38.78%-33.3pp | 578.59%-573.2pp |
| Employer contribution / active EE | $2,153 | $3,206-32.8% | $2,568-16.2% | $4,876-55.9% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $5,000 | $5,812-14.0% | $4,561+9.6% | $10,886-54.1% |