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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 | $64,453 | $114,119-43.5% | $107,187-39.9% | $138,895-53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.33% | 273.21%-262.9pp | 204.55%-194.2pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,567 | $4,059-36.7% | $3,782-32.1% | $4,194-38.8% |
| Participant deferral / active EE | $7,622 | $5,538+37.6% | $5,096+49.6% | $6,396+19.2% |
| Admin fee / account holder | $36,027 | $10,024+259.4% | $9,162+293.2% | $12,562+186.8% |