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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 | $48,337+39.8% | $67,5600% | $80,959-16.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.71% | 18.26%-8.6pp | 3533.50%-3523.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $4,423 | $2,023+118.7% | $2,737+61.6% | $2,757+60.4% |
| Participant deferral / active EE | $4,298 | $2,928+46.8% | $4,004+7.3% | $4,300-0.1% |
| Admin fee / account holder | $48,389 | $3,695+1209.4% | $3,994+1111.6% | $6,925+598.7% |