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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 | $45,189 | $88,710-49.1% | $81,783-44.7% | $145,959-69.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.60% | 1027.26%-1019.7pp | 775.05%-767.5pp | 561.95%-554.4pp |
| Employer contribution / active EE | $6,118 | $3,083+98.4% | $2,913+110.1% | $4,661+31.3% |
| Participant deferral / active EE | $5,423 | $4,645+16.8% | $4,320+25.5% | $6,689-18.9% |
| Admin fee / account holder | $759 | $8,407-91.0% | $7,380-89.7% | $13,398-94.3% |