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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 | $36,262 | $97,078-62.6% | $103,065-64.8% | $145,897-75.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 9.44% | 25.49%-16.1pp | 23.95%-14.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,290 | $4,680-51.1% | $4,675-51.0% | $4,663-50.9% |
| Participant deferral / active EE | $3,750 | $6,601-43.2% | $6,625-43.4% | $6,689-43.9% |
| Admin fee / account holder | $14,642 | $12,505+17.1% | $9,349+56.6% | $13,390+9.3% |