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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 | $47,570 | $175,231-72.9% | $149,696-68.2% | $139,466-65.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.77% | 166.77%-161.0pp | 134.46%-128.7pp | 373.66%-367.9pp |
| Employer contribution / active EE | $2,448 | $5,478-55.3% | $4,821-49.2% | $4,754-48.5% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $636 | $16,155-96.1% | $13,212-95.2% | $11,409-94.4% |