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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 | $30,258 | $99,011-69.4% | $86,582-65.1% | $147,586-79.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.78% | 1312.75%-1307.0pp | 965.08%-959.3pp | 578.59%-572.8pp |
| Employer contribution / active EE | $1,840 | $3,132-41.3% | $2,839-35.2% | $4,876-62.3% |
| Participant deferral / active EE | $625 | $3,972-84.3% | $3,609-82.7% | $5,439-88.5% |
| Admin fee / account holder | $5,024 | $5,709-12.0% | $4,904+2.4% | $10,886-53.8% |