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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 | $48,383 | $98,776-51.0% | $149,745-67.7% | $79,856-39.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.35% | 27.38%-22.0pp | 276.72%-271.4pp | 31.71%-26.4pp |
| Employer contribution / active EE | $7,271 | $3,217+126.0% | $4,646+56.5% | $2,471+194.2% |
| Participant deferral / active EE | $5,153 | $5,681-9.3% | $6,843-24.7% | $3,741+37.8% |
| Admin fee / account holder | $976 | $6,053-83.9% | $9,312-89.5% | $5,306-81.6% |