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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 | $57,450 | $114,119-49.7% | $107,187-46.4% | $138,895-58.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.07% | 273.21%-262.1pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $5,869 | $4,059+44.6% | $3,782+55.2% | $4,194+39.9% |
| Participant deferral / active EE | $2,242 | $5,538-59.5% | $5,096-56.0% | $6,396-64.9% |
| Admin fee / account holder | $6,764 | $10,024-32.5% | $9,162-26.2% | $12,562-46.2% |