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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 | $103,038-52.5% | $90,324-45.8% | $152,909-68.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.14% | 95.25%-86.1pp | 78.15%-69.0pp | 345.46%-336.3pp |
| Employer contribution / active EE | $5,936 | $3,141+89.0% | $2,856+107.9% | $4,764+24.6% |
| Participant deferral / active EE | $3,653 | $4,282-14.7% | $3,885-6.0% | $5,851-37.6% |
| Admin fee / account holder | $57,795 | $6,177+835.6% | $5,356+979.1% | $11,601+398.2% |