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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 | $50,544 | $165,399-69.4% | $149,745-66.2% | $158,982-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.55% | 348.34%-340.8pp | 276.72%-269.2pp | 302.99%-295.4pp |
| Employer contribution / active EE | $10,244 | $5,105+100.7% | $4,646+120.5% | $4,763+115.1% |
| Participant deferral / active EE | $22,662 | $7,183+215.5% | $6,843+231.2% | $5,983+278.7% |
| Admin fee / account holder | $4,212 | $10,811-61.0% | $9,312-54.8% | $11,252-62.6% |