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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 | $54,237 | $70,366-22.9% | $66,674-18.7% | $138,895-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.02% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $8,846 | $2,765+219.9% | $2,620+237.6% | $4,194+110.9% |
| Participant deferral / active EE | $6,936 | $4,374+58.6% | $4,084+69.8% | $6,396+8.4% |
| Admin fee / account holder | $1,915 | $5,262-63.6% | $5,098-62.4% | $12,562-84.8% |