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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 | $48,000 | $102,429-53.1% | $147,096-67.4% | $80,925-40.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.12% | 135.02%-125.9pp | 419.75%-410.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $4,041 | $3,716+8.8% | $4,936-18.1% | $2,756+46.6% |
| Participant deferral / active EE | $6,547 | $6,649-1.5% | $8,071-18.9% | $4,299+52.3% |
| Admin fee / account holder | $6,056 | $7,957-23.9% | $13,005-53.4% | $6,940-12.7% |