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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 | $129,722 | $73,518+76.5% | $63,003+105.9% | $147,585-12.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.51% | 175.46%-167.9pp | 87.59%-80.1pp | 578.57%-571.1pp |
| Employer contribution / active EE | $445 | $3,322-86.6% | $2,760-83.9% | $4,876-90.9% |
| Participant deferral / active EE | $3,030 | $4,183-27.6% | $3,329-9.0% | $5,439-44.3% |
| Admin fee / account holder | $1,605 | $5,952-73.0% | $3,600-55.4% | $10,885-85.3% |