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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 | $25,571 | $88,702-71.2% | $81,780-68.7% | $145,978-82.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.03% | 1029.12%-1025.1pp | 776.27%-772.2pp | 550.52%-546.5pp |
| Employer contribution / active EE | $3,230 | $3,084+4.7% | $2,914+10.9% | $4,662-30.7% |
| Participant deferral / active EE | $12,344 | $4,645+165.7% | $4,321+185.7% | $6,690+84.5% |
| Admin fee / account holder | $68,081 | $8,414+709.1% | $7,384+822.0% | $13,400+408.1% |