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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 | $95,132 | $48,277+97.1% | $67,511+40.9% | $80,874+17.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.74% | 18.27%-7.5pp | 3517.41%-3506.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $5,121 | $2,021+153.4% | $2,733+87.4% | $2,756+85.8% |
| Participant deferral / active EE | $1,424 | $2,926-51.3% | $4,000-64.4% | $4,297-66.9% |
| Admin fee / account holder | $6,322 | $3,687+71.5% | $3,999+58.1% | $6,935-8.8% |