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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 | $51,130 | $110,410-53.7% | $102,437-50.1% | $145,897-65.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.77% | 24.85%-18.1pp | 24.95%-18.2pp | 552.29%-545.5pp |
| Employer contribution / active EE | $860 | $4,217-79.6% | $3,871-77.8% | $4,663-81.6% |
| Participant deferral / active EE | $3,381 | $5,622-39.9% | $5,060-33.2% | $6,689-49.5% |
| Admin fee / account holder | $73,084 | $9,745+650.0% | $8,388+771.3% | $13,390+445.8% |