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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 | $56,781 | $47,479+19.6% | $62,929-9.8% | $82,448-31.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 5.13% | 20.34%-15.2pp | 1063.93%-1058.8pp | 41.64%-36.5pp |
| Employer contribution / active EE | $2,900 | $1,885+53.8% | $2,505+15.8% | $2,551+13.7% |
| Participant deferral / active EE | $2,239 | $2,870-22.0% | $3,888-42.4% | $4,139-45.9% |
| Admin fee / account holder | $13,361 | $3,804+251.3% | $5,065+163.8% | $7,234+84.7% |