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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 | $88,815-48.4% | $81,882-44.0% | $145,897-68.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.00% | 1033.75%-1026.7pp | 779.47%-772.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $5,539 | $3,086+79.5% | $2,916+89.9% | $4,663+18.8% |
| Participant deferral / active EE | $2,827 | $4,647-39.2% | $4,323-34.6% | $6,689-57.7% |
| Admin fee / account holder | $968 | $8,434-88.5% | $7,360-86.8% | $13,390-92.8% |