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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 | $58,978 | $78,423-24.8% | $95,964-38.5% | $79,856-26.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.51% | 19.37%-10.9pp | 91.64%-83.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $5,015 | $1,945+157.8% | $2,541+97.3% | $2,471+102.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $16,180 | $5,622+187.8% | $6,797+138.0% | $5,306+204.9% |