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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 | $54,629 | $53,127+2.8% | $86,587-36.9% | $70,131-22.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.41% | 27.66%-16.2pp | 964.86%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $4,005 | $2,068+93.6% | $2,839+41.1% | $2,342+71.0% |
| Participant deferral / active EE | $8,869 | $2,696+229.0% | $3,609+145.8% | $3,332+166.2% |
| Admin fee / account holder | $1,925 | $3,585-46.3% | $4,906-60.8% | $4,645-58.6% |