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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 | $32,461 | $88,702-63.4% | $81,780-60.3% | $145,978-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.55% | 1029.12%-1023.6pp | 776.27%-770.7pp | 550.52%-545.0pp |
| Employer contribution / active EE | $3,137 | $3,084+1.7% | $2,914+7.7% | $4,662-32.7% |
| Participant deferral / active EE | $1,165 | $4,645-74.9% | $4,321-73.0% | $6,690-82.6% |
| Admin fee / account holder | $9,458 | $8,414+12.4% | $7,384+28.1% | $13,400-29.4% |