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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 | $55,621 | $115,810-52.0% | $101,271-45.1% | $158,966-65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.72% | 56.15%-50.4pp | 46.48%-40.8pp | 302.95%-297.2pp |
| Employer contribution / active EE | $36,004 | $4,175+762.3% | $3,660+883.7% | $4,762+656.0% |
| Participant deferral / active EE | $1,913 | $4,958-61.4% | $4,371-56.2% | $5,983-68.0% |
| Admin fee / account holder | $15,419 | $7,248+112.7% | $5,948+159.3% | $11,250+37.1% |