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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 | $47,424 | $88,815-46.6% | $81,882-42.1% | $145,897-67.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.64% | 1033.75%-1026.1pp | 779.47%-771.8pp | 552.29%-544.7pp |
| Employer contribution / active EE | $5,163 | $3,086+67.3% | $2,916+77.1% | $4,663+10.7% |
| Participant deferral / active EE | $1,211 | $4,647-73.9% | $4,323-72.0% | $6,689-81.9% |
| Admin fee / account holder | $2,774 | $8,434-67.1% | $7,360-62.3% | $13,390-79.3% |