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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 | $49,824 | $50,554-1.4% | $67,681-26.4% | $87,485-43.0% |
| Participation rate | 96.7% | 67.7%+28.9pp | 73.7%+22.9pp | 68.9%+27.7pp |
| Annual return | 9.47% | 17.81%-8.3pp | 590.58%-581.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $3,586 | $1,988+80.3% | $2,678+33.9% | $2,596+38.1% |
| Participant deferral / active EE | $6,835 | $2,961+130.8% | $3,976+71.9% | $4,274+59.9% |
| Admin fee / account holder | $656 | $4,132-84.1% | $6,100-89.3% | $7,775-91.6% |