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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 | $63,974 | $60,139+6.4% | $90,461-29.3% | $79,856-19.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.58% | 71.96%-66.4pp | 1294.76%-1289.2pp | 31.71%-26.1pp |
| Employer contribution / active EE | $4,995 | $2,069+141.4% | $3,264+53.0% | $2,471+102.1% |
| Participant deferral / active EE | $4,538 | $2,939+54.4% | $3,964+14.5% | $3,741+21.3% |
| Admin fee / account holder | $3,618 | $3,978-9.1% | $5,617-35.6% | $5,306-31.8% |