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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 | $48,313 | $88,754-45.6% | $81,820-41.0% | $145,877-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.56% | 1031.77%-1026.2pp | 777.93%-772.4pp | 551.28%-545.7pp |
| Employer contribution / active EE | $3,023 | $3,085-2.0% | $2,915+3.7% | $4,663-35.2% |
| Participant deferral / active EE | $7,151 | $4,648+53.9% | $4,323+65.4% | $6,691+6.9% |
| Admin fee / account holder | $2,679 | $8,424-68.2% | $7,391-63.8% | $13,402-80.0% |