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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 | $87,683 | $110,410-20.6% | $102,437-14.4% | $145,897-39.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.84% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,182 | $4,217-48.3% | $3,871-43.6% | $4,663-53.2% |
| Participant deferral / active EE | $3,680 | $5,622-34.5% | $5,060-27.3% | $6,689-45.0% |
| Admin fee / account holder | $47,349 | $9,745+385.9% | $8,388+464.5% | $13,390+253.6% |