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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 | $49,644 | $149,040-66.7% | $120,225-58.7% | $137,256-63.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.50% | 605.68%-598.2pp | 439.23%-431.7pp | 220.34%-212.8pp |
| Employer contribution / active EE | $887 | $4,350-79.6% | $3,475-74.5% | $4,156-78.6% |
| Participant deferral / active EE | $4,756 | $4,655+2.2% | $3,999+18.9% | $6,407-25.8% |
| Admin fee / account holder | $34,791 | $6,348+448.1% | $5,696+510.8% | $12,270+183.5% |