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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 | $47,048 | $88,778-47.0% | $81,844-42.5% | $145,884-67.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.16% | 1033.03%-1024.9pp | 778.87%-770.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,057 | $3,087-33.4% | $2,916-29.5% | $4,662-55.9% |
| Participant deferral / active EE | $10,370 | $4,648+123.1% | $4,323+139.9% | $6,690+55.0% |
| Admin fee / account holder | $406 | $8,430-95.2% | $7,355-94.5% | $13,392-97.0% |