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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 | $45,834 | $88,710-48.3% | $81,783-44.0% | $145,959-68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.00% | 1027.26%-1020.3pp | 775.05%-768.1pp | 561.95%-555.0pp |
| Employer contribution / active EE | $5,539 | $3,083+79.6% | $2,913+90.2% | $4,661+18.8% |
| Participant deferral / active EE | $2,827 | $4,645-39.1% | $4,320-34.6% | $6,689-57.7% |
| Admin fee / account holder | $968 | $8,407-88.5% | $7,380-86.9% | $13,398-92.8% |