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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 | $162,529-69.5% | $130,788-62.0% | $154,746-67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.50% | 510.48%-503.0pp | 386.44%-378.9pp | 172.34%-164.8pp |
| Employer contribution / active EE | $887 | $4,447-80.0% | $3,558-75.1% | $4,379-79.7% |
| Participant deferral / active EE | $4,756 | $4,808-1.1% | $4,137+15.0% | $6,730-29.3% |
| Admin fee / account holder | $34,791 | $7,669+353.7% | $6,673+421.4% | $14,365+142.2% |