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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 | $48,965 | $103,000-52.5% | $90,300-45.8% | $152,885-68.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.14% | 95.19%-86.1pp | 78.11%-69.0pp | 345.39%-336.3pp |
| Employer contribution / active EE | $5,936 | $3,138+89.1% | $2,854+108.0% | $4,763+24.6% |
| Participant deferral / active EE | $3,653 | $4,281-14.7% | $3,884-6.0% | $5,851-37.6% |
| Admin fee / account holder | $57,795 | $6,173+836.2% | $5,353+979.7% | $11,598+398.3% |