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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 | $67,699 | $58,234+16.3% | $81,783-17.2% | $80,874-16.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 10.43% | 41.70%-31.3pp | 775.05%-764.6pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,635 | $2,341+12.5% | $2,913-9.5% | $2,756-4.4% |
| Participant deferral / active EE | $7,873 | $3,283+139.8% | $4,320+82.2% | $4,297+83.2% |
| Admin fee / account holder | $1,872 | $4,982-62.4% | $7,380-74.6% | $6,935-73.0% |