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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 | $57,517 | $61,125-5.9% | $94,057-38.8% | $87,485-34.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 10.86% | 35.20%-24.3pp | 480.62%-469.8pp | 26.06%-15.2pp |
| Employer contribution / active EE | $3,256 | $2,136+52.4% | $2,933+11.0% | $2,596+25.4% |
| Participant deferral / active EE | $5,716 | $3,260+75.3% | $4,709+21.4% | $4,274+33.8% |
| Admin fee / account holder | $2,442 | $5,629-56.6% | $7,244-66.3% | $7,775-68.6% |