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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 | $55,484 | $144,130-61.5% | $117,861-52.9% | $147,586-62.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.86% | 531.20%-523.3pp | 335.11%-327.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,379 | $4,897-51.4% | $3,786-37.2% | $4,876-51.2% |
| Participant deferral / active EE | $5,183 | $5,316-2.5% | $4,482+15.6% | $5,439-4.7% |
| Admin fee / account holder | $997 | $10,887-90.8% | $8,021-87.6% | $10,886-90.8% |