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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 | $22,353 | $88,710-74.8% | $81,783-72.7% | $145,959-84.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 6.29% | 1027.26%-1021.0pp | 775.05%-768.8pp | 561.95%-555.7pp |
| Employer contribution / active EE | $645 | $3,083-79.1% | $2,913-77.9% | $4,661-86.2% |
| Participant deferral / active EE | $5,388 | $4,645+16.0% | $4,320+24.7% | $6,689-19.4% |
| Admin fee / account holder | $2,735 | $8,407-67.5% | $7,380-62.9% | $13,398-79.6% |