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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 | $46,071 | $180,749-74.5% | $160,784-71.3% | $137,256-66.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.29% | 2234.46%-2227.2pp | 1803.92%-1796.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,513 | $4,155-15.5% | $3,733-5.9% | $4,156-15.5% |
| Participant deferral / active EE | $8,196 | $6,844+19.7% | $6,293+30.2% | $6,407+27.9% |
| Admin fee / account holder | $2,709 | $10,397-73.9% | $9,717-72.1% | $12,270-77.9% |