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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 | $58,019 | $100,073-42.0% | $85,126-31.8% | $145,877-60.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.71% | 84.11%-76.4pp | 66.63%-58.9pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,340 | $3,236-27.7% | $2,731-14.3% | $4,663-49.8% |
| Participant deferral / active EE | $2,340 | $5,294-55.8% | $4,523-48.3% | $6,691-65.0% |
| Admin fee / account holder | $518 | $7,261-92.9% | $6,160-91.6% | $13,402-96.1% |