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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 | $63,091 | $209,336-69.9% | $197,124-68.0% | $137,256-54.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.61% | 48.09%-40.5pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,333 | $6,591-49.4% | $6,227-46.5% | $4,156-19.8% |
| Participant deferral / active EE | $5,801 | $9,614-39.7% | $9,135-36.5% | $6,407-9.5% |
| Admin fee / account holder | $29,145 | $17,308+68.4% | $16,298+78.8% | $12,270+137.5% |