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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 | $54,828 | $100,938-45.7% | $90,461-39.4% | $158,982-65.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.89% | 1727.20%-1722.3pp | 1294.76%-1289.9pp | 302.99%-298.1pp |
| Employer contribution / active EE | $3,423 | $3,691-7.3% | $3,264+4.9% | $4,763-28.1% |
| Participant deferral / active EE | $8,553 | $4,350+96.6% | $3,964+115.7% | $5,983+42.9% |
| Admin fee / account holder | $5,904 | $6,510-9.3% | $5,617+5.1% | $11,252-47.5% |