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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 | $110,337-20.5% | $102,383-14.4% | $145,877-39.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.84% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,182 | $4,216-48.3% | $3,870-43.6% | $4,663-53.2% |
| Participant deferral / active EE | $3,680 | $5,621-34.5% | $5,060-27.3% | $6,691-45.0% |
| Admin fee / account holder | $47,349 | $9,750+385.7% | $8,391+464.3% | $13,402+253.3% |