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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 | $86,213 | $47,479+81.6% | $62,929+37.0% | $82,448+4.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.36% | 20.34%-9.0pp | 1063.93%-1052.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $5,033 | $1,885+166.9% | $2,505+100.9% | $2,551+97.3% |
| Participant deferral / active EE | $3,200 | $2,870+11.5% | $3,888-17.7% | $4,139-22.7% |
| Admin fee / account holder | $4,845 | $3,804+27.4% | $5,065-4.3% | $7,234-33.0% |