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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 | $109,616 | $106,923+2.5% | $84,023+30.5% | $152,909-28.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 6.29% | 105.02%-98.7pp | 71.32%-65.0pp | 345.46%-339.2pp |
| Employer contribution / active EE | $2,500 | $2,735-8.6% | $1,984+26.0% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,718 | $8,289-43.1% | $6,102-22.7% | $11,601-59.3% |