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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 | $82,467 | $105,284-21.7% | $150,734-45.3% | $94,015-12.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 8.66% | 15.67%-7.0pp | 600.81%-592.1pp | 17.84%-9.2pp |
| Employer contribution / active EE | $2,283 | $3,599-36.5% | $4,918-53.6% | $2,790-18.2% |
| Participant deferral / active EE | $2,312 | $4,274-45.9% | $5,610-58.8% | $4,249-45.6% |
| Admin fee / account holder | $33,469 | $9,839+240.2% | $14,905+124.5% | $8,951+273.9% |