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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 | $48,314+39.8% | $67,5610% | $80,925-16.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.71% | 18.28%-8.6pp | 3525.44%-3515.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $4,423 | $2,022+118.8% | $2,735+61.7% | $2,756+60.5% |
| Participant deferral / active EE | $4,298 | $2,927+46.9% | $4,003+7.4% | $4,2990% |
| Admin fee / account holder | $48,389 | $3,690+1211.5% | $4,006+1108.0% | $6,940+597.2% |