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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 | $58,473 | $166,268-64.8% | $165,100-64.6% | $145,897-59.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.59% | 100.52%-96.9pp | 70.21%-66.6pp | 552.29%-548.7pp |
| Employer contribution / active EE | $10,932 | $5,284+106.9% | $4,348+151.4% | $4,663+134.4% |
| Participant deferral / active EE | $22,750 | $6,964+226.7% | $6,035+276.9% | $6,689+240.1% |
| Admin fee / account holder | $893 | $16,659-94.6% | $12,696-93.0% | $13,390-93.3% |