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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 | $32,509 | $104,937-69.0% | $84,628-61.6% | $152,897-78.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 6.25% | 373.88%-367.6pp | 258.80%-252.6pp | 345.43%-339.2pp |
| Employer contribution / active EE | $2,223 | $3,303-32.7% | $2,653-16.2% | $4,764-53.3% |
| Participant deferral / active EE | $5,898 | $4,690+25.8% | $3,900+51.2% | $5,851+0.8% |
| Admin fee / account holder | $2,271 | $6,243-63.6% | $4,914-53.8% | $11,599-80.4% |