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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 | $48,011+56.8% | $63,803+18.0% | $82,637-8.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.17% | 19.84%-9.7pp | 543.72%-533.6pp | 53.51%-43.3pp |
| Employer contribution / active EE | $2,753 | $1,904+44.6% | $2,532+8.7% | $2,552+7.9% |
| Participant deferral / active EE | $4,872 | $2,846+71.2% | $3,843+26.8% | $4,126+18.1% |
| Admin fee / account holder | $7,638 | $3,873+97.2% | $5,196+47.0% | $7,339+4.1% |