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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 | $58,241+16.2% | $81,780-17.2% | $80,911-16.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 10.43% | 41.73%-31.3pp | 776.27%-765.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,635 | $2,343+12.5% | $2,914-9.6% | $2,756-4.4% |
| Participant deferral / active EE | $7,873 | $3,283+139.9% | $4,321+82.2% | $4,297+83.2% |
| Admin fee / account holder | $1,872 | $4,973-62.4% | $7,384-74.6% | $6,935-73.0% |