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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 | $57,088 | $166,089-65.6% | $164,928-65.4% | $145,978-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.42% | 100.26%-92.8pp | 70.08%-62.7pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,788 | $5,276-66.1% | $4,343-58.8% | $4,662-61.7% |
| Participant deferral / active EE | $3,255 | $6,961-53.2% | $6,034-46.0% | $6,690-51.3% |
| Admin fee / account holder | $2,397 | $16,641-85.6% | $12,684-81.1% | $13,400-82.1% |