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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 | $53,886 | $68,097-20.9% | $62,929-14.4% | $137,256-60.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.21% | 1859.11%-1849.9pp | 1063.93%-1054.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,182 | $2,811+13.2% | $2,505+27.0% | $4,156-23.4% |
| Participant deferral / active EE | $1,625 | $4,553-64.3% | $3,888-58.2% | $6,407-74.6% |
| Admin fee / account holder | $7,220 | $6,521+10.7% | $5,065+42.6% | $12,270-41.2% |