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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 | $74,229 | $47,479+56.3% | $62,929+18.0% | $82,448-10.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.82% | 20.34%-9.5pp | 1063.93%-1053.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,209 | $1,885+70.2% | $2,505+28.1% | $2,551+25.8% |
| Participant deferral / active EE | $3,209 | $2,870+11.8% | $3,888-17.5% | $4,139-22.5% |
| Admin fee / account holder | $1,786 | $3,804-53.1% | $5,065-64.7% | $7,234-75.3% |