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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 | $54,619 | $51,184+6.7% | $66,439-17.8% | $86,983-37.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.01% | 17.07%-7.1pp | 757.66%-747.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $3,836 | $2,023+89.6% | $2,637+45.5% | $2,584+48.4% |
| Participant deferral / active EE | $3,623 | $2,927+23.8% | $3,876-6.5% | $4,194-13.6% |
| Admin fee / account holder | $1,258 | $4,154-69.7% | $6,173-79.6% | $7,856-84.0% |