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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 | $52,539 | $183,539-71.4% | $155,556-66.2% | $145,897-64.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.43% | 61.31%-57.9pp | 64.84%-61.4pp | 552.29%-548.9pp |
| Employer contribution / active EE | $3,276 | $5,315-38.4% | $4,675-29.9% | $4,663-29.7% |
| Participant deferral / active EE | $6,007 | $6,467-7.1% | $5,631+6.7% | $6,689-10.2% |
| Admin fee / account holder | $351,279 | $19,275+1722.5% | $15,885+2111.4% | $13,390+2523.4% |