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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 | $45,600 | $47,479-4.0% | $62,929-27.5% | $82,448-44.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.50% | 20.34%-8.8pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $6,467 | $1,885+243.0% | $2,505+158.2% | $2,551+153.5% |
| Participant deferral / active EE | $3,196 | $2,870+11.3% | $3,888-17.8% | $4,139-22.8% |
| Admin fee / account holder | $2,066 | $3,804-45.7% | $5,065-59.2% | $7,234-71.4% |