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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 | $50,885 | $110,410-53.9% | $102,437-50.3% | $145,897-65.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.31% | 24.85%-17.5pp | 24.95%-17.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $3,133 | $4,217-25.7% | $3,871-19.1% | $4,663-32.8% |
| Participant deferral / active EE | $10,678 | $5,622+89.9% | $5,060+111.0% | $6,689+59.6% |
| Admin fee / account holder | $39,743 | $9,745+307.8% | $8,388+373.8% | $13,390+196.8% |