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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 | $54,814 | $165,361-66.9% | $149,715-63.4% | $158,950-65.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.75% | 348.24%-341.5pp | 276.66%-269.9pp | 302.91%-296.2pp |
| Employer contribution / active EE | $14,000 | $5,103+174.3% | $4,645+201.4% | $4,762+194.0% |
| Participant deferral / active EE | $9,138 | $7,182+27.2% | $6,842+33.6% | $5,983+52.7% |
| Admin fee / account holder | $897 | $10,808-91.7% | $9,310-90.4% | $11,248-92.0% |