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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 | $49,800 | $102,422-51.4% | $147,117-66.1% | $80,959-38.5% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 10.71% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $11,149 | $3,717+199.9% | $4,932+126.0% | $2,757+304.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,372 | $7,953-45.0% | $12,993-66.3% | $6,925-36.9% |