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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 | $138,740 | $61,755+124.7% | $97,161+42.8% | $80,911+71.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 6.58% | -557.90%+564.5pp | 75.36%-68.8pp | 35.63%-29.0pp |
| Employer contribution / active EE | $10,876 | $1,835+492.7% | $2,723+299.3% | $2,756+294.6% |
| Participant deferral / active EE | $1,244 | $3,026-58.9% | $4,265-70.8% | $4,297-71.1% |
| Admin fee / account holder | $7,385 | $5,166+42.9% | $5,647+30.8% | $6,935+6.5% |