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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 | $82,240 | $65,961+24.7% | $180,320-54.4% | $94,015-12.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 8.06% | 14.27%-6.2pp | 778.54%-770.5pp | 17.84%-9.8pp |
| Employer contribution / active EE | $1,348 | $1,737-22.4% | $4,108-67.2% | $2,790-51.7% |
| Participant deferral / active EE | $1,348 | $3,003-55.1% | $4,304-68.7% | $4,249-68.3% |
| Admin fee / account holder | $13,962 | $4,901+184.9% | $10,000+39.6% | $8,951+56.0% |