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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 | $29,566 | $108,922-72.9% | $100,398-70.6% | $145,978-79.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.10% | 58.04%-48.9pp | 49.32%-40.2pp | 550.52%-541.4pp |
| Employer contribution / active EE | $2,879 | $4,426-35.0% | $3,946-27.0% | $4,662-38.3% |
| Participant deferral / active EE | $2,879 | $8,450-65.9% | $8,084-64.4% | $6,690-57.0% |
| Admin fee / account holder | $5,952 | $9,680-38.5% | $7,893-24.6% | $13,400-55.6% |