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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 | $67,553 | $48,277+39.9% | $67,511+0.1% | $80,874-16.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 9.71% | 18.27%-8.6pp | 3517.41%-3507.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $4,423 | $2,021+118.8% | $2,733+61.9% | $2,756+60.5% |
| Participant deferral / active EE | $4,298 | $2,926+46.9% | $4,000+7.4% | $4,2970% |
| Admin fee / account holder | $48,389 | $3,687+1212.4% | $3,999+1110.1% | $6,935+597.7% |