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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 | $47,984 | $183,516-73.9% | $155,534-69.1% | $145,884-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.23% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $2,079 | $5,315-60.9% | $4,675-55.5% | $4,662-55.4% |
| Participant deferral / active EE | $8,828 | $6,467+36.5% | $5,630+56.8% | $6,690+32.0% |
| Admin fee / account holder | $43,616 | $19,293+126.1% | $15,900+174.3% | $13,392+225.7% |