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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 | $51,544 | $209,428-75.4% | $178,498-71.1% | $158,950-67.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.99% | 188.78%-184.8pp | 151.09%-147.1pp | 302.91%-298.9pp |
| Employer contribution / active EE | $2,901 | $5,707-49.2% | $5,011-42.1% | $4,762-39.1% |
| Participant deferral / active EE | $6,877 | $5,955+15.5% | $5,202+32.2% | $5,983+14.9% |
| Admin fee / account holder | $399 | $17,077-97.7% | $13,985-97.1% | $11,248-96.4% |