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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 | $54,438 | $154,754-64.8% | $124,206-56.2% | $138,895-60.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.65% | 709.28%-699.6pp | 515.27%-505.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $2,765 | $4,446-37.8% | $3,540-21.9% | $4,194-34.1% |
| Participant deferral / active EE | $11,926 | $4,621+158.1% | $3,968+200.6% | $6,396+86.5% |
| Admin fee / account holder | $1,547 | $6,690-76.9% | $5,929-73.9% | $12,562-87.7% |