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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 | $75,267 | $51,184+47.1% | $66,439+13.3% | $86,983-13.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.17% | 17.07%-6.9pp | 757.66%-747.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $2,753 | $2,023+36.1% | $2,637+4.4% | $2,584+6.5% |
| Participant deferral / active EE | $4,872 | $2,927+66.4% | $3,876+25.7% | $4,194+16.2% |
| Admin fee / account holder | $7,638 | $4,154+83.9% | $6,173+23.7% | $7,856-2.8% |