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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 | $42,313 | $183,592-77.0% | $155,574-72.8% | $145,877-71.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.40% | 61.37%-55.0pp | 64.87%-58.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,870 | $5,317-64.8% | $4,676-60.0% | $4,663-59.9% |
| Participant deferral / active EE | $10,920 | $6,466+68.9% | $5,629+94.0% | $6,691+63.2% |
| Admin fee / account holder | $115,608 | $19,316+498.5% | $15,914+626.4% | $13,402+762.6% |