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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 | $40,785 | $88,702-54.0% | $81,780-50.1% | $145,978-72.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.22% | 1029.12%-1021.9pp | 776.27%-769.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,327 | $3,084-57.0% | $2,914-54.4% | $4,662-71.5% |
| Participant deferral / active EE | $11,725 | $4,645+152.4% | $4,321+171.4% | $6,690+75.3% |
| Admin fee / account holder | $2,400 | $8,414-71.5% | $7,384-67.5% | $13,400-82.1% |