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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 | $53,406 | $125,184-57.3% | $105,607-49.4% | $145,884-63.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.44% | 225.00%-217.6pp | 116.11%-108.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,298 | $3,720-65.1% | $3,167-59.0% | $4,662-72.2% |
| Participant deferral / active EE | $1,923 | $5,714-66.4% | $5,011-61.6% | $6,690-71.3% |
| Admin fee / account holder | $488 | $17,133-97.2% | $10,958-95.5% | $13,392-96.4% |