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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 | $53,821 | $88,710-39.3% | $81,783-34.2% | $145,959-63.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.73% | 1027.26%-1023.5pp | 775.05%-771.3pp | 561.95%-558.2pp |
| Employer contribution / active EE | $4,467 | $3,083+44.9% | $2,913+53.4% | $4,661-4.2% |
| Participant deferral / active EE | $5,040 | $4,645+8.5% | $4,320+16.7% | $6,689-24.6% |
| Admin fee / account holder | $3,010 | $8,407-64.2% | $7,380-59.2% | $13,398-77.5% |