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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 | $57,209 | $90,530-36.8% | $76,030-24.8% | $145,897-60.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.30% | 625.08%-616.8pp | 361.54%-353.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $800 | $3,319-75.9% | $2,688-70.2% | $4,663-82.8% |
| Participant deferral / active EE | $1,230 | $5,164-76.2% | $4,257-71.1% | $6,689-81.6% |
| Admin fee / account holder | $3,424 | $8,383-59.2% | $6,421-46.7% | $13,390-74.4% |